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1910 Towne Centre Blvd Suite 250, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-11-12 |
| MD | RA | APPROVED | 2016-02-19 |
Branch Locations
1910 Towne Centre Blvd Suite 250, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sera Capital | Annapolis | MD | 09/2007 | Present |
Independent Insurance Agent Not investment related 2512 Coxshire Lane Davidsonville, MD 21035 I sell insurance. Owner, Sole Proprietorship This business's relationship with Sera Capital is: I have my insurance license and occasionally sell life insurance policies. All income is 10-99 independent contractor. I work less than one hour per month. I do not operate during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-04 |
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