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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-03 |
Branch Locations
220 West Patrick Street, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services Llc | Frederick | MD | 07/2021 | 08/2022 |
| University Of Maryland | College Park | MD | 08/2019 | 05/2021 |
| Unemployed | Cumberland | MD | 01/2011 | 08/2019 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | Present |
| Mccaskill Financial | Frederick | MD | 08/2022 | Present |
1. Fixed insurance sales; as of 5/05/2026; 0% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-20 |
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