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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
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1910 Towne Center Blvd Suite 250, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrity Advisory Solutions | Annapolis | MD | 06/2025 | Present |
| Sinclair Prosser Gasior | Annapolis | MD | 03/2018 | Present |
| Alex Squared Llc | Annapolis | MD | 10/2018 | Present |
| National Security Agency | Ft Meade | MD | 01/2014 | 03/2018 |
1. Alex Squared, LLC; Not investment related; 1209 River Bay Rd Annapolis, MD 21409; Conducting Polygraph; Polygraph Examiner; 01/01/2018; 6 hours per month; 6 hours during securities trading hours; Administer polygraph examinations 2. American Academy Wealth; Investment Related; 1910 Towne Center Blvd, Suite 250, Annapolis, MD 21401; DBA for securities business; IAR; 06/27/2025; 0 hours per month; 0 hours during securities trading hours; IAR. 3. Generational Capital Planning, LLC; Investment Related; 1910 Towne Center Blvd, Suite 250, Annapolis, MD 21401; DBA for securities business; IAR; 06/27/2025; 0 hours per month; 0 hours during securities trading hours; Investment Advisor Representative. 4. 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. 5. Sinclair Prosser Gasior; Not investment related; 183 Harry S Truman Pkwy, Suite 104, Annapolis, MD 21401; Legal Services, Estates and Trusts Law Firm; Attorney; 03/05/2018; 160 hours per month; 160 hours during securities trading hours; Attorney - Provide legal advice on estate and trust matters. 6. Slip 14, LLC; Investment related; 1207 River Bay Rd Annapolis, MD 21409; Real Estate; Rental Property; Member; 01/01/2023; 1 hour per month; 0 hours during securities trading hours, Rental property. Collect checks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
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