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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-12-06 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Abingdon, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&L Prime | Glen Arm | MD | 01/2015 | 01/2020 |
| Network Management Inc. | Towson | MD | 01/2020 | 01/2021 |
| Jacob William Advisory | Timonium | MD | 01/2021 | 12/2022 |
| Dew Wealth Management | Abingdon | MD | 12/2022 | Present |
Insurance agent; Investment-related: Yes; Home office location; License maintained for insurance consulting and collection of trail commissions only; Approximately 20 hours per month, including during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
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