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Annapolis, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-03 |
| FL | RA | APPROVED | 2022-11-10 |
| TX | RA | APPROVED_RES | 2021-09-17 |
| VA | RA | APPROVED | 2015-03-16 |
| MD | RA | APPROVED | 2015-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endeavor Financial Advisors, Llc | Edgewater | MD | 01/2015 | Present |
2/2008 – Present: Independent insurance agent (investment-related). Time devoted to insurance activities varies based on client needs; however, no more than 5% of my workweek is dedicated to insurance products and related services. 1/1/2018 - IRS Enrolled Agent - Not investment-related - Spend less than 10% of time during the workweek securities trading hours assist clients prepare tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-13 |
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