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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-27 |
Branch Locations
1910 Towne Center Blvd Ste 250, Annapolis, MD 21401 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nagles & Zaller, P.C. | Columbia | MD | 01/2016 | 11/2018 |
| Sinclair Prosser Gasior Dba Gasior Law Llc | Annapolis | MD | 11/2018 | Present |
| Integrity Advisory Solutions, Llc | Annapolis | MD | 06/2025 | Present |
1. GCP Wealth, LLC; Investment Related; 1910 Towne Center Blvd, Suite 250, Annapolis, Maryland 21401; Wealth Management; DBA for wealth management firm of Generational Capital Planning, LLC; Investment Adviser Representative; 02/25/2025; 40 hours per month; 40 hours during securities trading hours; Provide advice and counsel estate planning clients on how to align & investment their assets to support their estate planning goals. 2. Generational Capital Planning, LLC; Investment Related; 1910 Towne Center Blvd, Suite 250, Annapolis, Maryland 21401; Investment Advice/Wealth Management; Investment Adviser Representative; 02/25/2025; 40 hours per month; 40 hours during securities trading hours; Provide advice and counsel estate planning clients on how to align & investment their assets to support their estate planning goals. 3. Gasior Law, LLC; Not investment related; 183 Harry S Truman Pkwy, Suite 104, Annapolis, Maryland 21401; Estate planning and legal services; Attorney; 11/12/2018; 160 hours per month; 160 hours during securities trading hours; Attorney 4. American Academy Wealth; Investment related; 1910 Towne Center Blvd, Suite 250, Annapolis, MD 21401; DBA for wealth advisory business; Member/Advisor; 01/01/2025; 20 hours per month; 20 hours during securities trading hours; Engage in training, compliance protocols and investment advisory practices for our estate planning clients that engage for wealth management. 5. Columbia Gymnastics; Not investment related; 9200 Rumsey Rd #2 Columbia, Maryland, 21045; Recreational and competitive gymnastics facility; Administrator; 06/07/2021; 20 hours per month; 20 hours during securities trading hours; Assist with payroll, compliance issues, and 401K administration. 6. Rotation Athletics, LLC; Not investment related; 9200 Rumsey Rd #2 Columbia, Maryland, 21045; Recreational and competitive gymnastics facility; Administrator; 06/07/2021; 10 hours per month; 0 hours during securities trading hours; Assist with new hire paperwork, 401K enrollment and annual compliance paperwork, payroll review and approval.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
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