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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-17 |
Branch Locations
785 Elkridge Landing Road Suite 100, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Advisors | Columbia | MD | 06/2021 | 05/2022 |
| Vicus Capital, Inc. | State College | PA | 04/2022 | 05/2022 |
| Turf Plus Llc | Arnold | MD | 03/2017 | 08/2017 |
| The Links At Perry Cabin | St. Michaels | MD | 06/2018 | 08/2018 |
| Cassaday And Company | Mclean | VA | 12/2019 | 03/2021 |
| East Carolina University | Greenville | NC | 08/2016 | 12/2016 |
| Chesapeake College | Wye Mills | MD | 01/2017 | 05/2017 |
| University Of Maryland | College Park | MD | 08/2017 | 01/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | Present |
| Aston Carter | Columbia | MD | 06/2022 | 12/2022 |
| Unemployed | Unemployed | MD | 01/2023 | 02/2023 |
| Forthright Capital Partners | Las Vegas | NV | 03/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-30 |
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