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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
| MD | RA | APPROVED | 2024-12-26 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
602 Center St Suite 105, Mount Airy, MD 21771 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Kieve For Boys | Nobleboro | ME | 06/2013 | 08/2017 |
| Vail Resorts | Breckenridge | CO | 11/2017 | 04/2018 |
| Unemployed | Owings Mills | MD | 05/2018 | 09/2018 |
| T Rowe Price | Owings Mills | MD | 09/2018 | 02/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2021 | 02/2023 |
| Marshall Financial Group | Hunt Valley | MD | 03/2021 | 06/2022 |
| Metropolis Capital Advisors | Chevy Chase | MD | 04/2020 | 02/2021 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 07/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 02/2023 | 12/2024 |
| Integrated Advisors Network, Llc | Dallas | TX | 12/2024 | Present |
| Financial Foundations, Inc. | Mt. Airy | MD | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-20 |
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