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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2024-01-02 |
| WV | RA | APPROVED | 2023-11-13 |
| MD | RA | APPROVED | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Christian Church | Hagerstown | MD | 03/2016 | 09/2021 |
| Guardian | Frederick | MD | 09/2021 | 03/2022 |
| Park Avenue Securities | Frederick | MD | 02/2022 | 03/2022 |
| Guardian Life Insurance Company | Lancaster | PA | 03/2022 | 05/2022 |
| Park Avenue Securities | Lancaster | PA | 03/2022 | 05/2022 |
| Founders Financial Securities, Llc | Towson | MD | 05/2022 | Present |
| Morgan Financial Group | Martinsburg | WV | 05/2022 | Present |
1) FOUNDERS FINANCIAL WEALTH PARTNERS (DBA); INVESTMENT RELATED; 9773 TUSCARORA PIKE; MARTINSBURG, WV 25403; START DATE: 06/2022; WEALTH MANAGEMENT ADVISOR; 160 HRS PER MONTH; 140 HRS PER MONTH DURING TRADING; WEALTH MANAGEMENT, FINANCIAL SERVICES, AND INSURANCE SALES 2) Week of Compassion; Not Investment Related; 1099 N Maridian Street Indianapolis, IN 46204; Start Date: 01/2019; Board Member; 2 Hrs. per month; 1 Hr. during trading; Member of Board of Stewards
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
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