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Abingdon, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthmax Advisors, Llc | Abingdon | MD | 08/2016 | 10/2017 |
| Safe Harbor Financial Group, Llc | Abingdon | MD | 01/2007 | Present |
| Asset Management Services, Inc. | Abingdon | MD | 07/2017 | Present |
| Harford Community College | Bel Air | MD | 02/2022 | Present |
| Cruisin The Bay Tours Llc | Abingdon | MD | 12/2025 | Present |
| Asset Management Services, Inc. | Abingdon | MD | 01/2026 | Present |
1)Safe Harbor Financial Group, LLC; Investment related; Insurance Agent; Insurance Sales; Abingdon, MD; Start date - 02/2007; 50 hours per month all within trading hours. 2) Harford Community College; non-investment related; Bel Air, MD; Start Date 02/2022; less than 2% of time 3)Cruisin the Bay Tours LLC; Not Investment Related; Owner/Vice President/Boat Captain; Captaining tours on boat on weekends; Started 12/20025; Approximately 10 hours per month spent; Approximately 2 hours spent during securities trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-09 |
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