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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-22 |
| NV | RA | APPROVED | 2023-07-25 |
| MD | RA | APPROVED | 2023-07-21 |
| NY | RA | APPROVED | 2023-07-20 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jts On The Bay | Blue Point | NY | 06/2016 | 05/2019 |
| Suny Geneseo | Geneseo | NY | 01/2016 | 05/2019 |
| Wealth Advisory Group Llc | Woodbury | NY | 08/2019 | 07/2023 |
| Guardian Life Insurance Company | Woodbury | NY | 08/2019 | 07/2023 |
| Park Avenue Securities | Woodbury | NY | 08/2019 | 07/2023 |
| Bull Harbor Capital, Llc | Bethesda | MD | 07/2023 | Present |
1.) Power of Attorney- My father, William Szmala, is making me his power of attorney, Start: 02/24/2022, Address: 25 Fuoco Rd Bellport NY 11713, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
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