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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
2440 Research Blvd. Suite 480, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investcorp Retirement Specialists | Gaithersburg | MD | 06/2019 | 08/2019 |
| School | Harrisonburg | VA | 07/2011 | 08/2021 |
| Investcorp Retirement Specialists | Gaithersburg | MD | 06/2022 | 03/2023 |
| Unemployed | Leesburg | VA | 08/2021 | 05/2022 |
| Sagepoint Financial, Inc. | Gaithersburg | MD | 06/2022 | Present |
| Investcorp Retirement Specialists | Gaithersburg | MD | 03/2023 | Present |
| Osaic Wealth, Inc. | Gaithersburg | MD | 09/2023 | Present |
1. INVESTONE WEALTH MANAGEMENT INC. POSITION: Assistant Vice President NATURE: C-Corporation. DBA name only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 2440 Research Blvd, Ste 480, Rockville MD 20850, United States DESCRIPTION: DBA - InvestOne Wealth Management Inc. ?
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-31 |
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