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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-10-20 |
Branch Locations
108 W Timonium Rd Suite 305, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Hunt Valley | MD | 10/2015 | 09/2017 |
| Park Ave Securities | Hunt Valley | MD | 01/2016 | 09/2017 |
| Chesapeake Brokerage | Owings Mills | MD | 09/2017 | 08/2019 |
| Guardian Life Insurance Company | Hunt Valley | MD | 02/2017 | 02/2020 |
| Park Avenue Securities | Hunt Valley | MD | 09/2019 | 02/2020 |
| Founders Financial Securities | Towson | MD | 02/2020 | Present |
1) STATONWALSH LLC,; INVESTMENT RELATED; TIMONIUM, MD ;START DATE: 02/20/2020;MANAGER PARTNER/OWNER; 160 HRS PER MONTH; 160 HRS DURING TRADING; OPERATION OF FINANCIAL PLANNING; INVESTMENT; INSURANCE 2) FELLOWSHIP OF CHRISTIAN ATHLETICS; NON-INVESTMENT RELATED;START DATE: 01/01/2020; COMMUNITY BOARD POSITION FOR ATHLETIC ASSOCIATION/DIRECTOR; HELP ORGANZATION GROW AND RAISE MONEY TO PROVIDE PROGRAMS AND SERVICES TO CHRISTIAN COMMUNITY ATHLETES. 3) BUSINESS CONSULTING; NON-INVESTMENT RELATED; 108 W TIMONIUM ROAD STE 305 TIMONIUM, MD 21093; START DATE: 01/30/2023;BUSINESS CONSULTING; 10 HRS PER MONTH; 10 HRS DURING TRADING; PLANNING AND EVALUATING BUSINESS, EXIT, SUCCESSION, AND KEY EMPLOYEE PLANNING STRAREGIES. 4) CALVERT HALL COLLEGE ALUMNI ASSOCIATION; NOT INVESTMENT RELATED; 8102 LASALLE RD TOWSON MD; START DATE: 9/1/25; VP OF FINANCE; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; WORK WITH THE BOARD TO FURTHER ALONG THE ALUMNI ASSOCIATION 5) The Center Club Membership Committee; Not Investment Related; Baltimore, MD; Start Date: 1/2026; Committee Member; 1 hour per month/ 1 hour during trading; Review membership at the club and vote on new members and discuss club functions 6) The Center Club Golf Club; Not Investment Related; Baltimore, MD; Start Date: 1/2026; Co-Chair; 1 hour per month/ 1 hour during trading; Coordinate events and membership for Center Club interest group 7) Walsh and Co LLC; Non-Investment Related; Arnold, MD; Start Date: 9/2024; Consulting; LLC Silent Member; 0 Hours Per Month; 0 Hours during Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-29 |
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