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1700 Rockville Pike Ste 110, Rockville, MD 20852 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-01 |
| MD | RA | APPROVED | 2021-01-25 |
Branch Locations
1700 Rockville Pike Ste 110, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Rockville | MD | 09/2017 | 01/2021 |
| Nbac Corporation | Rockville | MD | 04/2015 | 12/2021 |
| Foxman Asset Advisors Inc. | Rockville | MD | 01/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1) Foxman Asset Advisors Inc. Investment Related. At registered location. Financial Advisory. CEO/CCO. 02/01/2021. Hrs/month 60 all during trading hours. Compliance, client administration, operations. 2) Notary. Not Investment Related. 4354 Cherry Hill Rd Apt 203, Arlington, VA 22207. Owner. Notary Services. 3/30/2020. Hrs/month 1 all during trading hours. Notary services in the state of VA. 3) PKS Financial Services. Investment Related. 1700 Rockville Pike, Ste 110, Rockville, MD 20852. Insurance. Insurance agent. 9/1/2025. 4 hrs/month during trading hours. Insurance product sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-14 |
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