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11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-09 |
Branch Locations
11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States
6990 Columbia Gateway Dr. Suite 150, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Offit Financial | Towson | MD | 05/2019 | 12/2025 |
| Simmerer Insureance | Laurel | MD | 04/2018 | 05/2019 |
| Statberg Insurance | Nottingham | MD | 06/2017 | 06/2018 |
| Fernuniversität Hagen | Hagen | 06/2014 | 06/2017 | |
| Kestra Advisory Services, Llc | Columbia | MD | 04/2020 | 10/2024 |
| Composition Wealth, Llc | Columbia | MD | 09/2024 | Present |
| Kestra Investment Services, Llc | Columbia | MD | 08/2022 | 10/2024 |
1) WINDOW CANDLES DIRECT, LLC; POSITION: Partner NATURE: E commerce INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2024 ADDRESS: Edgewood MD 21040, United States DESCRIPTION: Give input on strategic purchasing decisions and brainstorm offers for customers. 2) LIGHTNING ROD PARTS DIRECT, LLC; POSITION: Partner NATURE: E commerce INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2024 ADDRESS: Edgewood MD 21040, United States DESCRIPTION: Help with Strategic decisions and pricing of product offerings. 3) FPA of MD; POSITION: Board Member and President NATURE: Industry Group INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 13945 Old Hanover Rd, Reiserstown, MD. 21136 4) Licensed insurance agent; Not investment-related; Columbia, MD; Insurance sales; Implementation of insurance recommendations; 2 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-13 |
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