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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-24 |
Branch Locations
913 Ridgebrook Rd, Ste 200, Sparks, MD 21152-9467 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 11/2021 | 05/2024 |
| T. Rowe Price | Owings Mills | MD | 06/2020 | 08/2021 |
| Millersville University | Millersville | PA | 08/2016 | 05/2020 |
| Weis Markets | Lancaster | PA | 02/2018 | 08/2018 |
| Wegmans | Lancaster | PA | 08/2018 | 06/2020 |
| Unemployed | Street | MD | 08/2021 | 11/2021 |
| Merrill Lynch | Bel Air | MD | 11/2021 | 06/2024 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 06/2024 | 10/2025 |
| Unemployed | Street | MD | 11/2025 | 12/2025 |
| Hb Wealth Management, Llc | Towson | MD | 01/2026 | 05/2026 |
| Allstate Insurance Co | Northbrook | IL | 06/2026 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2026 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-03 |
| S66 | Uniform Combined State Law Examination | 2022-12-23 |
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