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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-12-03 |
Branch Locations
153 W Patrick Street, Frederick, MD 21701 • United States
Covington, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sacred Heart Apostolic School | Rolling Prairie | IN | 07/2014 | 06/2019 |
| Legion Of Christ Novitiate | Cheshire | CT | 08/2019 | 02/2020 |
| Unemployed - Covid | Covington | LA | 02/2020 | 08/2020 |
| The Chimes Covington | Covington | LA | 08/2020 | 04/2021 |
| Stone Creek Club And Spa | Covington | LA | 03/2021 | 01/2022 |
| Northwestern State University | Natchitoches | LA | 08/2021 | 12/2021 |
| Bradken Inc. | Atchison | KS | 01/2022 | 05/2022 |
| St. Joseph's Church | Shreveport | LA | 05/2022 | 03/2023 |
| Lifetime Advisors | Shreveport | LA | 05/2022 | 08/2022 |
| Superior's Steakhouse | Shreveport | LA | 03/2023 | 12/2024 |
| Armor Documentation | Bossier City | LA | 07/2024 | 10/2025 |
| Morris And Dickson | Shreveport | LA | 12/2024 | 05/2025 |
| Turning Point Financial | Frederick | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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