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Gaithersburg, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2011 | 03/2019 |
| Nrl Federal Credit Union | Alexandria | VA | 06/2011 | 03/2019 |
| Cuna Brokerage Services, Inc. | Alexandria | VA | 03/2019 | 07/2019 |
| Enroute Wealth Management, Llc | Gaithersburg | MD | 09/2019 | Present |
NAME OF THE OTHER BUSINESS: SENIOR INSURANCE SERVICES INVESTMENT-RELATED: NO ADDRESS OF THE OTHER BUSINESS: 15807 LAUTREC COURT, NORTH POTOMAC, MD 20878 YOUR POSITION OR TITLE: OWNER NATURE OF THE OTHER BUSINESS: INSURANCE START DATE: 1999 APPROXIMATE NUMBER OF HOURS/MONTH: 4 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SERVICING EXISTING BOOK OF INSURANCE CLIENT. LONG TERM CARE INSURANCE, NO NEW BUSINESS COMPENSATION: YES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
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