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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carmax | Frederick | MD | 12/2013 | 07/2024 |
| Turning Point Financial | Frederick | MD | 07/2024 | 02/2026 |
| Turning Point Financial | Frederick | MD | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-03 |
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