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6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-07 |
Branch Locations
6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rockville | MD | 11/2015 | 05/2017 |
| Mylestone Plans | Rockville | MD | 12/2015 | 05/2017 |
| Principal Life Insurance | Bethesda | MD | 05/2017 | 06/2024 |
| Principal Securities | Bethesda | MD | 05/2017 | 06/2024 |
| Tribridge Partners Financial | Columbia | MD | 06/2024 | Present |
| Mma Securities Llc | Columbia | MD | 06/2026 | Present |
| Marsh Mclennan Agency | Columbia | MD | 06/2026 | Present |
1. TRIBRIDGE PARTNERS FINANCIAL LLC INV REL: Y ADDR: 6721 COLUMBIA GATEWAY DR, SUITE 100, COLUMBIA, MD 21046 NATURE: PROVISION OF ADVISORY SERVICES TO CLIENTS THROUGH IRIA POSITION: PRINCIPAL/OWNER START DATE: 5/16/2024 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80 DUTIES: ONBOARD NEW CLIENTS TO THE RIA AND ADVISE ON THEIR INVESTED ASSETS OR BROADER FINANCIAL PLANNING 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-15 |
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