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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
| MD | RA | APPROVED | 2021-03-19 |
Branch Locations
16 Greenmeadow Drive Suite 201, Timonium, MD 21093 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfg Financial Advisors | Timonium | MD | 01/2020 | Present |
| Stevenson University | Owings Mills | MD | 10/2016 | 03/2020 |
| At Home Infucare, Llc | Dover | DE | 06/2018 | 05/2019 |
| Immaculate Health Care Services Inc | Washington | DC | 05/2017 | 08/2018 |
| Kestra Advisory Services, Llc | Timonium | MD | 03/2021 | Present |
| Kestra Investment Services, Llc | Timonium | MD | 01/2020 | Present |
BROTMAN FINANCIAL GROUP, INC. POSITION: Investment Operations Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2020 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: meeting preparation BFG FINANCIAL ADVISORS A DIVISION OF BROTMAN FINAN POSITION: Investment Operations Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2020 ADDRESS: 16 Greenmeadow Drive, Timonium MD 21093, United States DESCRIPTION: Meeting Preperation KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 104 SECURITIES TRADING HOURS: 91 START DATE: 06/01/2020 ADDRESS: 5707 Southwest Parkway Building 2 #400, Austin TX 78735, United States DESCRIPTION: Investment Advisory Representative STEVENSON UNIVERSITY PRESIDENT'S ADVISORY COUNCIL POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: 10945 Boulevard Circle, Owings Mills MD 21117, United States DESCRIPTION: Reviewing case studies that are related to the University and formulating opinions. ED BLOCK COURAGE FOUNDATION POSITION: Board Member NATURE: Board position INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: 2331 York Road, Suite 203, Timonium MD 21093, United States DESCRIPTION: Have not been assigned any just yet.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-06 |
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