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14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-13 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weldon And Weldon Coaching, Inc. | Watertown | NY | 04/2022 | 09/2023 |
| U.S. Department Of State | Washington | DC | 11/2015 | Present |
| Digital Revamp | Arlington | VA | 09/2019 | 06/2020 |
| Monica Boulter, Sole Proprietor | Balitmore | MD | 04/2022 | Present |
| Csp Financial Group Llc | Baltimore | MD | 09/2023 | Present |
1) U.S. DEPARTMENT OF STATE; FOREIGN AFFAIRS OFFICER; NOT INV RELATED; WASHINGTON, DC; START 11/2015; GREATER THAN 75% OF TIME SPENT IN THIS PRACTICE; APPROX 160 HRS/MO 160 HRS DURING SECURITIES TRADING. 2) Monica Boulter, Sole Proprietor; Investment Related; Baltimore, MD; Insurance Agent; Fixed Insurance Sales; Started 04/2022; Approximately 48 hours spent per month during securities trading hours. 3) Charles Village Civic Association; Not Inv Rel; Baltimore, MD; Start 10/2024; Board Secretary-volunteer position; Community Event Board and Land Use Committee; 2 hrs/mo. 4) Village Learning Place; Not Inv Rel; Baltimore, MD; Start 05/2026; Board Treasurer-volunteer position; Educational and Library Facility; review of funded accountant's work and educating the board; 4 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
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