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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2023-08-10 |
Branch Locations
Bentonville, AR • United States
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tulsa | OK | 06/2018 | 03/2020 |
| Metro Builder Supply | Tulsa | OK | 05/2013 | 06/2018 |
| Park Avenue Securities | Tulsa | OK | 10/2018 | 03/2020 |
| Guardian Life Insurance Company | Bentonville | AR | 03/2020 | 07/2023 |
| Park Avenue Securities | Bentonville | AR | 03/2020 | 07/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 07/2023 | Present |
1. CM Legacy Planning LLC-LLC created under the counsel of CPA to help with taxation as business grows, Start: 05/13/2019, Address: 4300 SW Slate Ln Bentonville AR 72712, 0 hrs per month, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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