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Current Employers
Harbor Investment Advisory, Llc

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-03
  • MD RA
    APPROVED
    Since 2023-11-03

Branch Locations

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • USA

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
Bfg Financial Advisors Timonium MD 06/2018 07/2022
Miami University Of Ohio Oxford OH 08/2014 05/2018
Kissinger Financial Services Timonium MD 06/2017 08/2017
Kestra Financial, Inc. Timonium MD 01/2019 07/2022
Harbor Investment Advisory Llc Lutherville MD 07/2022 Present
  • 06/2018 → 07/2022
    Bfg Financial Advisors
    Timonium, MD
  • 08/2014 → 05/2018
    Miami University Of Ohio
    Oxford, OH
  • 06/2017 → 08/2017
    Kissinger Financial Services
    Timonium, MD
  • 01/2019 → 07/2022
    Kestra Financial, Inc.
    Timonium, MD
  • 07/2022 → Present
    Lutherville, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-15
  • S66 Uniform Combined State Law Examination
    2019-04-15

View on SEC IAPD

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