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3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-19 |
| TX | RA | APPROVED_RES | 2024-12-03 |
Branch Locations
3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2012 | 10/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2012 | 10/2018 |
| United Planners' Financial Services Of America | Scottsdale | AZ | 10/2018 | 06/2021 |
| Wpg Financial Group | Baltimore | MD | 10/2005 | Present |
| Wpg Advisers, Llc | Baltimore | MD | 08/2018 | Present |
Independent insurance agent, since August 1995, approximately 7 hours per week.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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