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839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-30 |
| VA | RA | APPROVED | 2023-08-24 |
Branch Locations
839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte | Parsippany | NJ | 01/2014 | 09/2016 |
| Citrin Cooperman | Livingston | NJ | 10/2016 | 07/2018 |
| Chesapeake Partners | Baltimore | MD | 08/2018 | 11/2018 |
| Kram, Mccarthy, Ayers, & Frost, Llc | Chester | MD | 01/2019 | Present |
| Bestgate Wealth Advisors, Llc | Frederick | MD | 06/2019 | 10/2022 |
| Foundation Wealth & Tax Advisors, Llc | Annapolis | MD | 05/2022 | Present |
1) CJW LLC; investment related: No; Location: 1802 St Mark Dr Gambrills MD 21054 United States; Description: Holding Company; Position Title: Owner; Responsibilities Duties: Owner / Manager; Start date: 2019-01-02; Hours per month during trading hours: 160; Hours per month outside trading hours: 15; Owner of Kram, McCarthy, Ayers & Frost LLC - Accounting Firm. 2) Kram, McCarthy, Ayers & Frost Tax Services LLC; investment related: No; Location: 1704 Main Street Chester MD 21619 USA; Description: Accounting Firm, owned 100% by Kram, McCarthy Ayers & Frost LLC.; Position Title: Member; Responsibilities Duties: Accountant; Start date: 2019-01-02; Hours per month during trading hours: 160; Hours per month outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 95
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