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3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
Laurel, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Laurel | MD | 12/2010 | 09/2020 |
| Marathon Financial Group, Llc | Columbia | MD | 07/2015 | Present |
| Colomb Investment Management Company, Llc | Metairie | LA | 04/2024 | Present |
1) SELF-EMPLOYED AS AN INSURANCE AGENT, LOCATED IN LAUREL, MD. THE POSITION (HELD SINCE 2011) REPRESENTS APPROXIMATELY 20 HOURS PER MONTH, GENERALLY DUING TRADING HOURS. 2) OWNER OF "MARATHON FINANCIAL GROUP", A NON-INVESTMENT RELATED DBA NAME LOCATED IN LAUREL, MD FOR THE PURPOSES OF SELF MARKETING. 3) FINANCE COUNCIL MEMBER FOR ST MARY OF THE MILLS, A NON-INVESTMENT RELATED RELIGIOUS ORGANIZATION LOCATED IN LAUREL, MD. THE POSITION (HELD SINCE 2011) REPRESENTS A FEW HOURS PER MONTH OUTSIDE OF TRADING HOURS. 4) COMMITTEE MEMBER FOR RUSSETT COMMUNITY ASSOCIATION, A NON-INVESTMENT RELATED ORGANIZATION LOCATED IN LAUREL, MD. THE POSITION (HELD SINCE 2011) REPRESENTS A FEW HOURS PER MONTH OUTSIDE OF TRADING HOURS. 5) BOARD MEMBER FOR THE BAY THEATRE COMPANY, A NON-INVESTMENT RELATED THEATER LOCATED IN LAUREL, MD. THE POSITION REPRESENTS A FEW HOURS PER MONTH GENERALLY OUTSIDE OF TRADING HOURS. 6) BOARD MEMBER FOR SOUTHEASTERN COMPUTER CONSULTANTS, INC., A NON-INVESTMENT RELATED NON-PUBLIC FAMILY BUSINESS LOCATED IN FREDERICK, MD. THE POSITION (HELD SINCE 2018) REPRESENTS LESS THAN A FEW HOURS PER MONTH, SOME OF WHICH MAY BE DURING TRADING HOURS. 7) BOARD MEMBER AND TREASURER FOR CENTRAL MARYLAND CHAMBER FOUNDATION, A NON-INVESTMENT RELATED EDUCATIONAL SCHOLARSHIP 503C FOUNDATION LOCATED IN ODENTON, MD. THE POSITION (HELD SINCE 2023) REPRESENTS LESS THAN A FEW HOURS PER MONTH, SOME OF WHICH MAY BE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
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