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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| NC | RA | APPROVED | 2025-05-20 |
| SC | RA | APPROVED | 2025-05-20 |
| GA | RA | APPROVED | 2025-05-14 |
| CA | RA | APPROVED | 2025-05-12 |
| MD | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
5300 Triangle Parkway Nw, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Atlanta | GA | 12/2005 | 02/2023 |
| Park Avenue Securities Llc | Atlanta | GA | 02/2006 | 02/2023 |
| Mml Investors Services, Llc | Atlanta | GA | 03/2023 | 05/2025 |
| Massmutual Life Insurance Company | Atlanta | GA | 04/2007 | 05/2025 |
| Bull Harbor Capital | Bethesda | MD | 05/2025 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 07/2025 | Present |
(1)Name: Dawghouse 177, LLC Inv rel: Y Add: 177 Flint Street, Athens, GA 30501 Nature: Simple Rental Property Position: Owner Start date: 08/01/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 (2)Name: Jason D. Huggins Inv rel: Y Add: 3550 Lenox Road NE, Atlanta, GA 30326 Nature: Outside Insurance Sales; Life, Disability, Long-term care, Fixed annuities, and Health Position: CEO Start date: 02/22/2023; 5 HR/WK dur trading (3)Name: Terry College of Business Alumni Board (UGA) Inv rel: Y Add: 600 South Lumpkin Steet, 420 Correll Hall, Athens, GA 30602 Nature: Board Service Position: Vice President Start date: 02/22/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 Describe duties: Help create agendas for two Board meetings, support Gala efforts and meet alums interested in serving on the Board. (4)Name: Wolf Trackers Inv rel: Y Add: 5405 Spalding Drive, Peachtree Corners, GA 30092 Nature: Board Service Position: President Start date: 02/22/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 Describe duties: Raise money for athletics program
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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