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Owings Mills, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 10/2010 | 12/2016 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 12/2016 |
| Lombard Securities | Baltimore | MD | 04/2017 | 07/2025 |
| Brc Financial Planning Llc | Owings Mills | MD | 01/2025 | Present |
| Croxton, Thornton, Hammond Llc | Owings Mills | MD | 11/2015 | Present |
| Building And Empowering Baltimore Llc | Owings Mills | MD | 07/2019 | Present |
| Stocks In The Future | Towson | MD | 09/2018 | Present |
- Name of other business: Building and Empowering Baltimore LLC - Investment-related: No - Address: 4724 Avatar Ln, Owings Mills, MD 21117 - Nature of the other business: Holds real estate for property management purposes - Position/title/duties: Owner - Start date: 07/2019 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour - Name of other business: Stocks in the Future - Investment-related: No - Address: PO Box 19124, Towson, MD 21284 - Nature of the other business: Non-profit organization that teaches investment principles to middle school students in underserved communities - Position/title/duties: Board member - Start date: 09/2018 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour - Name of other business: Croxton, Thornton, Hammond LLC, Part Owner - Investment-related: No - Address: 4724 Avatar Ln, Owings Mills, MD 21117 - Nature of the other business: Buys, sells, and holds real estate - Position/title/duties: Part owner - Start date: 11/2015 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: Less than 1 hour
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-06 |
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