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1820 Lancaster St, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
| PA | RA | APPROVED | 2017-04-25 |
Branch Locations
1938 Security Drive, York, PA 17402 • United States
1820 Lancaster St, Baltimore, MD 21231 • United States
4923 West Shore Blvd., Tampa, FL 33611 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lombard Securities Incorporated | Baltimore | MD | 04/2017 | Present |
| Ifs Securities | York | PA | 07/2016 | 04/2017 |
(1)Corto Financial Group; since 06/01/2011; Current Address: 1938 Security Drive, York, PA, USA, 17402 ; Managing Partner; Work with physicians and sell disability and life insurance products. 80 to 100 hours spent on this activity per month. (2) Splash Financial/CFG - Partnership - Beginning 12/2022 - Refinancing of existing medical student loans with our clients and prospective physicians - Being compensated by Splash Financial for referral to refinance loan(s) which will be marketed through our Corto Financial Group website - www.cortofinancial.com. (3) TEAM Lacrosse - Owner/Financial Interest - Central Pennsylvania Lacrosse Club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-30 |
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