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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-05 |
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccord Llc | Charlton | MA | 12/2007 | Present |
| University Of Massachusetts | Worcester | MA | 07/2014 | 11/2017 |
| Cerebral Palsy Of Massachusetts, Inc | Stoughton | MA | 12/2005 | 07/2020 |
| National Planning Corporation | Charlton | MA | 09/2015 | 10/2017 |
| Securities America Inc. | Charlton | MA | 10/2017 | 08/2023 |
| Securities America Advisors | Charlton | MA | 10/2017 | 08/2023 |
| Founders Financial Securities Llc | Towson | MD | 08/2023 | Present |
1) McCord LLC; Investment Related; Start Date: 11/2017; Private Residenced in MA; Insurance Sales; 5 Hrs. Per Month; 5 Hrs. During Trading; Insurance sales and servicing of Medicare Advantage, Medicare Supplement, life, disability, LTC insurance and Fixed annuities 2) Joe L Murphy Trout Creek Reserve LLC; Non- Investment Related; Start Date: 05/2010; 18172 E Adriatic Place Aurora CO 80013; Board Member; 1 Hr. Per Month; 1 Hr. During Trading; Voting Board Member regarding decisions of family owned property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-21 |
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