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Current Employers
Tribridge Partners Financial Llc

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-07
  • MD RA
    APPROVED
    Since 2024-10-07

Branch Locations

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2015 → 05/2017
    Lincoln Financial Advisors Corporation
    Rockville, MD
  • 12/2015 → 05/2017
    Mylestone Plans
    Rockville, MD
  • 05/2017 → 06/2024
    Principal Life Insurance
    Bethesda, MD
  • 05/2017 → 06/2024
    Principal Securities
    Bethesda, MD
  • 06/2024 → Present
    Tribridge Partners Financial
    Columbia, MD
  • 06/2026 → Present
    Mma Securities Llc
    Columbia, MD
  • 06/2026 → Present
    Marsh Mclennan Agency
    Columbia, MD
Previous Registrations
  • 2017-05-12 → 2024-07-15
    Bethesda, MD
    Ellicott City, MD
  • 2015-11-19 → 2017-05-10
    Osaic Fa, Inc.
    Rockville, MD
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-26
S65 Uniform Investment Adviser Law Examination 2014-03-15
  • S63 Uniform Securities Agent State Law Examination
    2026-08-26
  • S65 Uniform Investment Adviser Law Examination
    2014-03-15
Other Names
  • Michael James Mcgowen
  • Michael Mcgowen

View on SEC IAPD

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