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Baltimore, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2011-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equatorial Group, Inc | Baltimore | MD | 03/2003 | Present |
| Equatorial Advisors, Llc | Baltimore | MD | 03/2003 | Present |
| Equatorial Insurance, Llc | Baltimore | MD | 03/2003 | Present |
| Equatorial Investors, Inc. | Baltimore | MD | 03/2003 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2010 | Present |
1. 03/2003 TO PRESENT-EQUATORIAL INSURANCE LLC 6508 WOODBRIDGE CIRCLE, BALTIMORE, MD 21228;PRESIDENT/PRODUCER;DUTIES-SELL VARIOUS PRODUCTS OF INS/CHAIRPERSON,MEMBERSHIP FOR THE BOD OF THE MARYLAND LAND TITLE ASSOC;TIME SPENT-25%;COMPENSATED BY COMMISSIONS 2. TLG ADVISORS INC - SINCE 02-2010 26 W DRY CREEK CR., STE. 575 LITTLETON, CO 80120 SEC REL - INV ADVISOR BSN - INVESTMENT ADVISOR DEVOTE APPROX 20+ HRS P/WK 3. EQUATORIAL ADVISORS LLC SINCE 01/01/2010 6508 WOODBRIDGE CIRCLE, BALTIMORE, MD 21228 PRESIDENT/MANAGING MEMEBER; INV RELATED; 40 HRS/WEEK; ASSET MGMT AND FIN ADVISORY SERVICES. 4. EQUATORIAL TITLE & CLOSING SERVICES SINCE 05/01/2010 6508 WOODBRIDGE CIRCLE, BALTIMORE, MD 21228 TITLE PRODUCER; NON-INV RELATED; 15 HRS/WEEK; MOBILE NOTARY REAL ESTATE CLOSING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-22 |
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