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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2015-01-05 |
| OH | RA | APPROVED | 2006-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities, Llc | Timonium | MD | 08/2006 | Present |
| Schlosser Financial | Cincinnati | OH | 04/2004 | 02/2022 |
| Magis Wealth Leadership | Milford | OH | 02/2022 | Present |
1) Magis Wealth Leadership (DBA); Investment Related ;220 Mill Street Milford, OH 45150; Start Date: 04/2004; Registered Representative/Insurance Agent; 160 Hrs. per month; 160 Hrs. during trading; Fixed Insurance and Annuities, Financial Planning, Investment Management 2) Life Settlement; Investment Related; 220 Mill Street Milford, OH 45150; Start Date: 02/13/2020; Agent; 1 Hr. per month; 1 Hr. during trading; Consult and transact business with clients who seek out viatical life settlement option. 3) Magis Wealth Capital, Millford OH, Start Date: 8/1/2025; Executive Leadership Coach; 5 Hours Per Month; 5 Hours During Trading; Executive leadership mentoring. Leadership related to enterprise valuation, enterprise equity valuations, employee benefits, various executive supporting roles. 4) Haitian Timun Foundation (HTF) Board of Directors; Loveland, OH; Start Date: 6/2025; Board Member; 5 Hours Per Month; 5 Hours During Trading; Serving on the Finance and Development Committees to advance the mission of the Foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-13 |
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