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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-03 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
103 N Main St. Suite B, Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 01/2026 | Present |
| Harford Life Group Inc | Bel Air | MD | 04/2017 | Present |
| Harford County Public Schools | Bel Air | MD | 11/2022 | Present |
| Homemaker | Bel Air | MD | 07/2012 | 04/2017 |
| Harford Wealth Group Inc. | Bel Air | MD | 08/2026 | Present |
~1) Harford Life Group Inc; Investment-related; 103 N Main St. Suite B, Bel Air, MD 21014; Nature: Insurance Agency; Position: Data Entry, Secretarial; Start: 04/2017 to Present; Approximately 4 hours/month with all hours during securities trading hours. ~2) Harford County Public Schools; Not investment-related; Bel Air, MD; Nature: Education; Position: Daily and Long Term Substitute Teacher; Start: 11/2022; Hours vary, Approximately 25 hours/month with all hours during securities trading hours. ~3) Harford Wealth Group Inc.; Investment-related; Bel Air, MD; Nature: Financial Planning; Position: Admin; Start: 08/2026; Approximately 80 hours/month with all hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-04 |
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