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10490 Little Patuxent Pkwy Suite 600, Columbia, MD 21044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-30 |
| MD | RA | APPROVED | 2022-09-23 |
Branch Locations
10490 Little Patuxent Pkwy Suite 600, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballast Point Financial Planning, Llc | Burlingame | CA | 10/2017 | 10/2018 |
| Navy-Marine Corps Relief Society | Arlington | VA | 07/2017 | 01/2020 |
| Navy-Marine Corps Relief Society | Havelock | NC | 05/2014 | 06/2017 |
| Ballast Point Financial Planning, Llc | Burlingame | CA | 10/2018 | 10/2020 |
| Ballast Point Financial Planning, Llc | Burlingame | CA | 10/2020 | 07/2022 |
| Primas Financial Planning, Llc | Baltimore | MD | 07/2022 | Present |
PIM Tax Services, LLC This business is not investment related. 582 Lynnhaven Pkwy #101, Virginia Beach, VA 23452 This is a tax preparation business. I am a tax preparer for this business. Start date: January 1, 2023 Approximate hours worked: 40 hours a month Approximate hours worked during securities trading hours: 20 hours a month I prepare tax returns.
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