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Current Employers
Beyond Profit And Wealth Consulting

Laurel, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Laurel, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Municap, Inc. Columbia MD 05/2017 01/2020
Self Employed Laurel MD 09/2016 Present
Offit Advisors Towson MD 01/2020 05/2021
Kestra Financial, Inc. Towson MD 01/2020 06/2021
Beyond Profit Consulting, Llc Laurel MD 04/2020 Present
  • 05/2017 → 01/2020
    Columbia, MD
  • 09/2016 → Present
    Self Employed
    Laurel, MD
  • 01/2020 → 05/2021
    Offit Advisors
    Towson, MD
  • 01/2020 → 06/2021
    Kestra Financial, Inc.
    Towson, MD
  • 04/2020 → Present
    Beyond Profit Consulting, Llc
    Laurel, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-25
  • S65 Uniform Investment Adviser Law Examination
    2019-03-25
Designations

View on SEC IAPD

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