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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 12/2021 | 01/2023 |
| Bruster's Ice Cream | Goldsboro | PA | 02/2015 | 06/2017 |
| Darrencamps | Lewisberry | PA | 01/2017 | 06/2017 |
| West Chester University Of Pennsylvania | Crawley | 02/2019 | 06/2019 | |
| Bonefish Grill | Exton | PA | 01/2018 | 12/2022 |
| Bonefish Grill | Camp Hill | PA | 06/2017 | 08/2020 |
| Red Land High School | Lewisberry | PA | 08/2013 | 06/2017 |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2017 | 05/2021 |
| Self Employed | Devon | PA | 07/2022 | 12/2022 |
| Self Employed | Devon | PA | 07/2022 | Present |
| Lombard Securities Incorporated | Baltimore | MD | 05/2023 | Present |
| Sheraton Hotel | Harrisburg | PA | 02/2023 | Present |
| Lombard Advisers Incorporated | Baltimore | MD | 06/2026 | Present |
1. Corto Financial Group (CGF); Beginning 05/2023; Current Address: 1938 Security Drive, York, PA, USA, 17402; Agent; Insurance Sales - Life, Disability and Long-Term Care. 99% of time spent on Insurance/1% of time spent on investment side. 2. Splash Financial/CFG - Partnership - Beginning 5/2023 - Refinancing of existing medical student loans with our clients and prospective physicians - Being compensated by Splash Financial for referral to refinance loan(s) which will be marketed through our Corto Financial Group website - www.cortofinancial.com. 3. Name of Business: Self Employed, NON-INVESTMENT RELATED, ADDRESS (City/State): Carlisle, PA, NATURE OF BUSINESS: ECommerce, POSITION: Merchant, START DATE: 07/2022, APPROX. HOURS/MONTH: 10, HOURS DEVOTED DURING TRADING HOURS: 0, DUTIES: Listing and selling items on the Etsy website. 4. Name of Business: Sheraton Hotels, NON-INVESTMENT RELATED, ADDRESS (City/State): Harrisburg, PA, POSITION: Bartender, START DATE: 02/2023, APPROX. HOURS/MONTH: 20, HOURS DEVOTED DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-26 |
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