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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-09 |
| WA | RA | APPROVED | 2021-05-04 |
Branch Locations
1200 Old Fairhaven Pkwy Suite 304, Bellingham, WA 98225 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Bellingham | WA | 11/2010 | 04/2021 |
| Founders Financial Securities Llc | Towson | MD | 05/2021 | Present |
| Herkert & Associates | Bellingham | WA | 11/2010 | Present |
Associated Person of Founders Financial Securities, LLC., a broker-dealer and investment adviser located at 1026 Cromwell Bridge Road Suite 100 Towson, MD 21286. Investment Related. Associated Person uses FFS and DBA name for investment sales. Employee also doing business as 1. HERKERT & ASSOCIATES, INC POSITION: DBA name for investment and insurance sales , independent agent for life insurance sales Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20/1 insurance agent START DATE: 06/01/2011 ADDRESS: 1200 Old Fairhaven Pkwy, Suite 304, Bellingham WA 98225, United States
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-10 |
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