Kyle Anthony Cotoia

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-29

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Westminster High School	Westminster	MD	07/2014	05/2018
Food Lion	Finkburg	MD	02/2018	12/2020
University Of Maryland Department Of Resident Life	College Park	MD	10/2018	03/2020
University Of Maryland	College Park	MD	08/2018	05/2022
Retirement And Investment Group	Catonsville	MD	06/2020	08/2020
Retirement And Investment Group	Catonsville	MD	06/2021	08/2021
Lpl Financial Llc	Catonsville	MD	06/2021	10/2024
Retirement And Investment Group	Catonsville	MD	07/2022	07/2022
Wms Partners, Llc	Towson	MD	10/2024	01/2025
Hb Wealth Management, Llc	Towson	MD	01/2025	Present

07/2014 → 05/2018

Westminster High School

Westminster, MD
02/2018 → 12/2020

Food Lion

Finkburg, MD
10/2018 → 03/2020

University Of Maryland Department Of Resident Life

College Park, MD
08/2018 → 05/2022

University Of Maryland

College Park, MD
06/2020 → 08/2020

Retirement And Investment Group

Catonsville, MD
06/2021 → 08/2021

Retirement And Investment Group

Catonsville, MD
06/2021 → 10/2024

Lpl Financial Llc

Catonsville, MD
07/2022 → 07/2022

Retirement And Investment Group

Catonsville, MD
10/2024 → 01/2025

Wms Partners, Llc

Towson, MD
01/2025 → Present

Hb Wealth Management, Llc

Towson, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-26

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