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Lindsey Cohen Lloyd

Crest Wealth Advisors LLC

Annapolis, MD

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Current Employers
Crest Wealth Advisors Llc

111 Forbes St. Ste 100, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-10-16
  • MD RA
    APPROVED
    Since 2025-10-16

Branch Locations

111 Forbes St. Ste 100, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Tome School North East MD 09/2015 05/2019
Chesapeake Swim Club Havre De Grace MD 05/2016 08/2019
Salisbury University Salisbury MD 08/2019 05/2023
Dunkin Donuts Ocean City MD 05/2020 04/2021
Salisbury University Csa Salisbury MD 08/2020 12/2020
Dry 85 Ocean City MD 05/2021 07/2023
Infocus Financial Advisors Salisbury MD 09/2021 06/2022
Elevation Corporate Health Havre De Grace MD 02/2019 08/2019
Infocus Financial Advisors Salisbury MD 07/2023 09/2025
Cetera Advisors Llc St Cloud MN 06/2024 09/2025
Cetera Advisors Llc St Cloud MN 07/2023 06/2024
Crest Wealth Advisors Llc Annapolis MD 09/2025 Present
Infocus Financial Advisors Salisbury MD 06/2024 09/2025
Infocus Financial Advisors Salisbury MD 07/2023 06/2024
  • 09/2015 → 05/2019
    The Tome School
    North East, MD
  • 05/2016 → 08/2019
    Chesapeake Swim Club
    Havre De Grace, MD
  • 08/2019 → 05/2023
    Salisbury University
    Salisbury, MD
  • 05/2020 → 04/2021
    Dunkin Donuts
    Ocean City, MD
  • 08/2020 → 12/2020
    Salisbury University Csa
    Salisbury, MD
  • 05/2021 → 07/2023
    Dry 85
    Ocean City, MD
  • 09/2021 → 06/2022
    Infocus Financial Advisors
    Salisbury, MD
  • 02/2019 → 08/2019
    Elevation Corporate Health
    Havre De Grace, MD
  • 07/2023 → 09/2025
    Infocus Financial Advisors
    Salisbury, MD
  • 06/2024 → 09/2025
    Cetera Advisors Llc
    St Cloud, MN
  • 07/2023 → 06/2024
    Cetera Advisors Llc
    St Cloud, MN
  • 09/2025 → Present
    Crest Wealth Advisors Llc
    Annapolis, MD
  • 06/2024 → 09/2025
    Infocus Financial Advisors
    Salisbury, MD
  • 07/2023 → 06/2024
    Infocus Financial Advisors
    Salisbury, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
  • S66 Uniform Combined State Law Examination
    2025-07-31
Other Names
  • Lindsey Jeanblanc Cohen
  • Lindsey J Cohen

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
WELLS FARGO CLEARING SERVICES, LLC · ANNAPOLIS, MD

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