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921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-16 |
| TX | RA | APPROVED | 2020-07-24 |
Branch Locations
921 E. Fort Avenue Suite 310, Baltimore, MD 21230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jemma Investment Advisors Llc D/B/A Foundry Wealth Advisors, Llc | Baltimore | MD | 12/2017 | 12/2019 |
| Penn Mutual Life Insurance | Horsham | PA | 03/2017 | 08/2017 |
| Drexel University | Philadelphia | PA | 08/2013 | 06/2018 |
| Foundry Wealth Advisors, Llc | Baltimore | MD | 01/2019 | Present |
Life and Health Insurance Producer; investment related: Yes; Location of the business: 921 E. Fort Avenue Suite 310 Baltimore, MD 21230; Description of the business: Kyle is a Maryland Licensed Life, Health and Long Term Care Insurance Producer. The Life Insurance is for fixed products only. ; Position Title: Insurance Agent; Responsibilities Duties: Sale and administration of Life, Health and Long Term Care Insurance.; Start date with business: 2019-08-15; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-22 |
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