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North Potomac, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED_RES | 2023-03-02 |
| VA | RA | APPROVED | 2023-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deleon And Stang Cpa'S | Frederick | MD | 01/2006 | Present |
| Peak Investment Advisors, Inc. | Gaithersburg | MD | 11/2009 | 12/2022 |
| Peak Investment Advisors, Inc. | Gaithersburg | MD | 01/2017 | 12/2022 |
| D&S Wealth Management Group, Llc | North Potomac | MD | 07/2022 | Present |
| D&S Insurance Solutions, Llc | North Potomac | MD | 07/2022 | Present |
1)DELEON AND STANG, CPA'S AND ADVISORS; NOT INVESTMENT RELATED; 150 East St Suite 103, Frederick, MD 21701; ACCOUNTING; CHIEF GROWTH & STRATEGY OFFICER; 1/18/2006; 75 HRS/MONTH; 2 HRS. DURING TRADING HOURS; WORK WITH INDIVIDUALS AND COMPANIES FOR TAX AND AUDITING PURPOSES 2) D&S INSURANCE SOLUTIONS, LLC; NOT INVESTMENT RELATED; 12008 WINESAP TER., NORTH POTOMAC, MD; INSURANCY AGENCY; MANAGING MEMBER & INSURANCE AGENT; 07/19/2022; 25 HRS/MONTH; 1 HR DURING TRADING HOURS; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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