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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Baltimore | MD | 08/2014 | 12/2018 |
| Pfs Investments Inc. | Baltimore | MD | 08/2018 | 12/2018 |
| Spagnvola | Gaithersburg | MD | 08/2016 | 05/2020 |
| New York Life Insurance Company | Timonium | MD | 02/2020 | 08/2021 |
| Nylife Securities, Llc | Timonium | MD | 05/2020 | 08/2021 |
| Eagle Strategies Llc | Timonium | MD | 12/2020 | 08/2021 |
| Securian Capital Of The Chesapeake | Towson | MD | 09/2021 | Present |
| Securian Financial Services | Saint Paul | MN | 09/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 09/2021 | 08/2023 |
| Cetera Wealth Services, Llc | Towson | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Kinnect Wealth Management | Towson | MD | 08/2024 | Present |
| Kinnect Advisors | Townson | MD | 08/2023 | Present |
1. SECURIAN CAPITAL OF THE CHESAPEAKE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/03/2021 ADDRESS: 600 Washington Ave, 1st Floor, Towson MD 21030, United States DESCRIPTION: Selling fixed insurance. 2. FGC IDOANI ALUMNI ASSOCIATION POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/20/1990 ADDRESS: 1629 Frenchs Avenue, Essex MD 21221, United States DESCRIPTION: Volunteering; 3. NAME OF OTHER BUSINESS: ANPA DMV; INVESTMENT RELATED: NO; ADDRESS: 2205 GATEWAY CENTER DR, STE 1552, CLARKSBURG, MD 20871; NATURE OF BUSINESS: BOARD; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PREPARE BUDGET, RECONCILE TRANSACTIONS, MAKE PAYMENTS & PROVIDE UPDATED ACCOUNT STATEMENT TO THE EXECUTIVE COMMITTEE; 4. NAME OF OTHER BUSINESS: KINNECT WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/06/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/31/2010; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 6. NAME OF OTHER BUSINESS: KINNECT ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/12/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: ADFONSO CONSULTING INVESTMENT RELATED: N ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NO DUTIES. ADFONSO CONSULTING WAS ESTABLISHED FOR ACCOUNTING AND 1099 EARNINGS TAX COMPLIANCE PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-30 |
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