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41615 Park Avenue Suite 115, Leonardtown, MD 20650 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
41615 Park Avenue Suite 115, Leonardtown, MD 20650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pizza Di Vigna Inc. | Prince Frederick | MD | 04/2018 | 12/2020 |
| Chesapeake Watershed Ltd | Prince Frederick | MD | 11/2017 | 12/2020 |
| Student | Prince Frederick | MD | 01/2009 | 09/2019 |
| Retirement Management Systems | Stevensville | MD | 10/2019 | Present |
| Oak Wealth Partners Inc | Lexington Park | MD | 10/2020 | Present |
| Adelina Llc | Prince Frederick | MD | 05/2020 | Present |
| Running Hare Vineyard | Prince Frederick | MD | 08/2019 | Present |
Running Hare Vineyard, a non-investment related business located in Prince Frederick, MD, producing wine and hosting events. Supervisor from 08/2019; spending 40 hours/month but 0 during trading hours. Adelina LLC, a non-investment related business located in Prince Frederick, distributing liquor in a retail environment. Owner from 05/2020; spending 20 hours/month but 0 during trading hours. Retirement Management Systems, an investment-related business located in Severna Park, MD. Investment Advisor Representative since 10/2019; spending 160 hours/month, all during trading hours. Oak Wealth Partners since 10/2019. Oak Wealth Partners is the operating name for the Retirement Management Systems office in Lexington MD and Dunkirk MD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-15 |
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