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100 West Road Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-01 |
Branch Locations
100 West Road Suite 504, Towson, MD 21204 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2009-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Council, Inc. | Towson | MD | 04/2009 | 07/2023 |
| Commowealth Financial Network | Waltham | MA | 04/2009 | Present |
| Financial Council Asset Management Inc | Towson | MD | 01/2009 | 07/2023 |
| Financial Council, Llc | Towson | MD | 07/2023 | Present |
1. IAR of RIA Financial Council, LLC. Spending approx 50% of time providing advisory services to clients, conducted at branch location, investment related. 2. Fixed insurance sales, as of 06/01/1994, less than 5% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-23 |
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