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Bowie, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-11-19 |
| MD | RA | APPROVED | 2024-11-19 |
| VA | RA | APPROVED | 2020-09-08 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Tlg Advisors, Inc | Littleton | CO | 10/2013 | 12/2016 |
| U.S. Department Of Homeland Security Fps | Washington | DC | 10/2015 | Present |
| True North Advisory, Llc | Bowie | MD | 03/2020 | Present |
DEPARTMENT OF HOMELAND SECURITY/FEDERAL PROTECTIVE SSERVICES: FEDERAL POLICE OFFICER. THIS ORGANIZATION IS NOT INVESTMENT RELATED, IT IS A FEDERAL AGENCY. MICHAEL'S POSITION AND DUTIES IS AS A INSPECTOR AND LAW ENFORCEMENT OFFICER. HE WILL WORK APPROXIMATELY 160 PER MONTH (FULLTIME) WITH THIS AGENCY. Insurance sales (life, health, commercial), Not investment related, same address, independent insurance agent appointed with multiple carriers, Start Date: 07/2020, Approximately 20 hours a month during market hours. True North Protection and Defense Training, not investment related, same address, owner/operator, Gun safety and permit eligibility, Start date 12/2020. Approximately 20 hours during non-market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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