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Lancaster, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-15 |
| MD | RA | APPROVED | 2023-03-21 |
| PA | RA | APPROVED | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Spring Advisors, Llc | Lancaster | PA | 07/2021 | Present |
| Northrop Grumman | Baltimore | MD | 03/2019 | 08/2023 |
| Freshly, Inc. | New York City | NY | 11/2017 | 01/2019 |
| Mccormick & Company, Inc. | Hunt Valley | MD | 01/2011 | 10/2017 |
| Northrop Grumman | Baltimore | MD | 09/2023 | 02/2025 |
| Halcyon Financial | Elicott City | MD | 03/2025 | Present |
HALCYON FINANCIAL; INVESTMENT RELATED; INSURANCE AGENT; START DATE 03/2025; ELLICOTT CITY, MD; APPROXIMATELY 10% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
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