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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-10 |
| PA | RA | APPROVED | 2021-11-10 |
Branch Locations
11019 Mccormick Rd., Suite 260, Hunt Valley, MD 21031 • United States
Freeland, MD • United States
28 E. Susquehanna Ave, Towson, MD 21286 • United States
9C S. Main St, Shrewsbury, PA 17361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 12/2011 | 12/2016 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 06/2013 | 12/2016 |
| The Marshall Financial Group Llc | Towson | MD | 01/2018 | 05/2019 |
| Securities Service Network, Llc | Towson | MD | 12/2016 | 09/2020 |
| Ssn Advisory, Inc. | Towson | MD | 12/2016 | 09/2020 |
| S2 Financial Partners | Towson | MD | 06/2011 | Present |
| Keller-Brown Agency Inc. | Shrewsbury | PA | 04/2017 | Present |
| Securities America, Inc. | Towson | MD | 09/2020 | 11/2021 |
| Securities America Advisors, Inc. | Towson | MD | 09/2020 | 11/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | Present |
1) KELLER AGENCY INC., 9 S. Main St., PO Box 215, Shrewsbury PA 17361, 03/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 50 HR/MONTH 50 HR/MONTH TRADING 2) S2 FINANCIAL PARTNERS LLC, 9C South Main Street, Shrewsbury PA 17361, 01/2014, Agent, DBA Name, INV REL, 110 HR/MONTH 110 HR/MONTH TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) ASH BROKERAGE, 888 S. Harrison St, Suite 900, Fort Wayne IN 46802, 01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 5) MUTUAL OF OMAHA, 3300 Mutual of Omaha Plaza, Omaha NE 68175, United States, 03/25/2019, Agent, Healthcare, Not Investment Related, 1 HR/MO - 1 HR/MO TRADING 6) EMERSON ROGERS, 300 Corporate Center Drive, Suite 306, Camp Hill PA 17011, United States, 01/01/2025, Agent, Healthcare, Not Investment Related, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
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