Yashar Gogerdchi

Current Employers

Employment History

• 04/2016 → 02/2019
  Summit Brokerage Services
  Annapolis, MD
• 04/2016 → 02/2019
  Summit Financial Group Inc
  Annapolis, MD
• 02/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2016-04-19 → 2019-03-07
  Summit Financial Group Inc
  Annapolis, MD
• 2010-10-26 → 2015-09-04
  Anchor Wealth Planning, Llc
  Annapolis, MD
• 2009-06-17 → 2010-10-04
  Grove Point Investments, Llc
  Rockville, MD
• 2007-03-29 → 2009-03-12
  Citigroup Global Markets Inc.
  Annapolis, MD
  Annapolis, MD

Other Businesses

1) INDEPENDENT INSURANCE AGENT, 2007 TIDEWATER COLONY DR #2B, 03/2019. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-15/WK-15/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-30/WK-30/TRADING. 03/01/19. 3) TAX PREPARER, 2007 TIDEWATER COLONY DRIVE #2B, ANNAPOLIS, MD, 03/2019. TAX PREPARER, NIR-5/WK-5/TRADING. 4) SGF PLANNING, SHAR GOGERDCHI FINANCIAL PLANNING, ANNAPOLIS MD 21401, 07/2023, OWNER, USING A DBA, INV REL, 80 HR/MONTH, 80 HR/TRADING 5) LEADING EDGE WEALTH ADVISORS LEWA PLANNING, 2007 TIDEWATER COLONY DRIVE SUITE 2B MD 21401, 10/2023, IAR, DBA, INV REL, 120 HR/MO 120 HR/MO TRADING 6) TRITON WOODS COMMUNITY HOA, P.O. Box 514, 1157 Mayo Road, Mayo MD 21106, United States, 09/22/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-30
• S66 Uniform Combined State Law Examination
  2007-03-26

Designations

Other Names

• Shar Gogerdchi