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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-10 |
Branch Locations
8850 Stanford Blvd #2000, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Baltimore | MD | 10/2018 | 09/2020 |
| The Ups Store | Canton | MD | 01/2017 | 09/2018 |
| Severna Park Racquetball And Fitness Club | Severna Park | MD | 05/2014 | 09/2016 |
| Loyola University Of Maryland | Baltimore | MD | 08/2014 | 12/2020 |
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 05/2021 | 01/2022 |
| J.P. Morgan Securities Llc | Baltimore | MD | 05/2021 | 01/2022 |
| Alex Brown, A Division Of Raymond James | Baltimore | MD | 10/2018 | 10/2020 |
| E & J Management Llc | Baltimore | MD | 12/2017 | 05/2018 |
| Unemployed | Baltimore | MD | 01/2021 | 04/2021 |
| Alight Financial Solutions | Lincolnshire | IL | 02/2022 | 09/2022 |
| Athlon Wealth Advisors | Columbia | MD | 03/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | Present |
| Unemployed | Baltimore | MD | 10/2022 | 02/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2024 | Present |
1.ATHLON ADVISORS, 10715 LITTLE PATUXENT PARKWAY SUITE 120 COLOMBIA MD 21044, 05/2025, Service advisor, Insurance/Benefits/Human Resources, NIR, 130 HR/MO 120 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 7/10/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-22 |
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