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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-14 |
Branch Locations
Grand Rapids, OH • United States
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Grand Rapids | OH | 12/2018 | 08/2022 |
| Klm Gardening | Sylvania | OH | 07/2015 | 11/2018 |
| Tim Waller Personal Training | Weston | OH | 07/2015 | 12/2017 |
| The Huntington Investment Company | Grand Rapids | OH | 09/2020 | 08/2022 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 08/2022 | 12/2024 |
| Pnc Wealth Management | Maumee | OH | 12/2024 | 03/2026 |
| Mdrn Capital, Llc | Grand Rapids | OH | 04/2026 | Present |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
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