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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Mclean | VA | 07/2013 | 09/2023 |
| Aig | Houston | TX | 09/2022 | 09/2023 |
| Lincoln Financial Advisors | Ellicott City | MD | 09/2023 | 01/2025 |
| Osaic Wealth, Inc. | Ellicott City | MD | 01/2025 | Present |
1) STONEBRIDGE ADVISORS, INC., 24 FREDERICK RD, ELLICOTT CITY MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELL AND SERVICE ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 10/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) ADAM HEWAT, ELLICOTT CITY MD CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT ON RESIDENTIAL HOME START DATE: 10/2016 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 3) STONEBRIDGE ADVISORS, INC. POSITION: Agent NATURE: placement of fixed insurance, LTC, DI and Fixed Annuity products thru our supported insurance broker CRUMP INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2023 ADDRESS: 24 Frederick Rd, Ellicott City MD 21043 DESCRIPTION: placement of fixed insurance, LTC, DI and Fixed Annuity products 4) CROSSROADS CHURCH VOLUNTEER CLASS COORDINATOR POSITION: Class coordinator NATURE: Non-profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/08/2026 ADDRESS: 2750 Rogers Ave, Ellicott City MD 21043, United States DESCRIPTION: My role will be to facilitate a class done by Dave Ramsey called "Financial peace". The time for the students will be made up of me hitting play on the DVD of Dave Ramsey presenting on whatever topic is on schedule that day for the 9 week class. The participants will each have a workbook to fill in blanks from the Ramsey presentation and also worksheets at the end to practice the topic that day. All materials are provided from Ramsey. Then there the class is broken up into smaller discussion groups to work on those activities. I will help folks understand the content and how to fill out the worksheets. Class meets after the first service on Sunday mornings for 1-2 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-31 |
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