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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-16 |
Branch Locations
7707 Wisconsin Ave Apt 333, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer | Washington | DC | 04/2016 | 07/2017 |
| Sii | Los Angeles | CA | 07/2017 | 11/2018 |
| Seia Llc | Tysons Corner | VA | 07/2017 | 12/2018 |
| Royal Alliance Associates, Inc. | Los Angeles | CA | 11/2018 | 12/2018 |
| (K)Rpg, Llc | Gaithersburg | MD | 12/2018 | 07/2019 |
| H. Beck, Inc | Rockville | MD | 12/2018 | 07/2019 |
| Krpg Advisors, Llc | Gaithersburg | MD | 02/2019 | 07/2019 |
| Unemployed | Bethesda | MD | 08/2019 | 10/2019 |
| Lpl Financial | Gaithersburg | MD | 10/2019 | Present |
| Lifetime Benefits, Llc | Gaithersburg | MD | 10/2019 | 05/2025 |
1) 11/08/2019 - Tunison Consulting LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Bethesda, MD - start: 2019 2) 11/20/2024 - Broadridge fi360 - Other - Instructor for Industry Certificate Program - Not Investment Related - Home Based - Start Date 11/01/2024 - 5 Hours Per Month/ During Trading 3) 07/22/2025 - Strategic Retirement Partners - Registered Investment Advisor DBA - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 160 Hours Per Month/ 160During Trading 4) 07/22/2025 - WELLth Advisory Services, LLC - Registered Investment Advisor Hybrid - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 160 Hours Per Month/ 160During Trading. . I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 07/25/2025 - SRP Holdings Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported Business Location(s) - Start date: 07/02/2025 - 80 Hours Per Month/ 80Hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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