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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
| VA | RA | APPROVED | 2026-06-01 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
6701 Democracy Blvd Suite 300, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Non-Variable Insurance | Rockville | MD | 07/2010 | Present |
| Self Employed | Bethesda | MD | 03/2010 | 05/2026 |
| Arthur Stein Financial, Llc | Bethesda | MD | 01/2012 | 06/2026 |
| Allworth Financial | Bethesda | MD | 06/2026 | Present |
NON-VARIABLE INSURANCE:INVESTMENT RELATED:07/2010-PRESENT:ROCKVILLE, MD:INDEPENDENT CONTRACTOR:INSURANCE:1 HRS/WK:1 HRS DURING TRADING:SELL INSURANCE AS A BROKER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-19 |
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