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17B Firstfield Rd Ste 108, Gaithersburg, MD 20878 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-15 |
| NC | RA | APPROVED | 2024-06-25 |
| FL | RA | APPROVED | 2024-03-22 |
| VA | RA | APPROVED | 2021-08-30 |
| DC | RA | APPROVED | 2021-08-20 |
| MD | RA | APPROVED | 2021-08-02 |
Branch Locations
17B Firstfield Rd Ste 108, Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Financial Group | Gaithersburg | MD | 08/2018 | Present |
| Capital Financial Partners | Rockville | MD | 08/2005 | 08/2018 |
| Elite Financial Group | Gaithersburg | MD | 07/2021 | Present |
1. CEO - Capital Custom Contractors - General Contractor Gaithersburg, MD 2. Real Estate Agent - HomeStar Realty, Bethesda, MD 3. Insurance Agent with various insurance companies offering life insurance, long term care insurance, disability insurance, and fixed and equity indexed annuities. Approximately 25 hours a week are spent on all outside business activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-23 |
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