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100 West Road Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-06 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-05-24 |
Branch Locations
100 West Road Suite 500, Towson, MD 21204 • United States
Kingsville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Council, Incorporated | Towson | MD | 01/2019 | 06/2021 |
| Advance Business Systems & Supply Company | Cockeysville | MD | 08/2012 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 02/2019 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
| Financial Council Asset Management Inc. | Towson | MD | 06/2021 | 07/2023 |
| Financial Council, Llc | Towson | MD | 07/2023 | Present |
Fixed insurance sales; as of 11/22/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
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