Best Investors Account Sign in

Eric William Hart

Sfg Wealth Management

Towson, MD

Claim This Profile
Current Employers
Sfg Wealth Management

1104 Kenilworth Drive Suite 500, Towson, MD 21204 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2016-12-16
  • MD RA
    APPROVED
    Since 2016-12-16

Branch Locations

1104 Kenilworth Drive Suite 500, Towson, MD 21204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Towson MD 08/2014 Present
Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc) Towson MD 12/2016 Present
  • 08/2014 → Present
    Lpl Financial, Llc
    Towson, MD
  • 12/2016 → Present
    Sfg Wealth Management, Llc(Formerly:SYnergy Financial Group,Llc)
    Towson, MD
Other Businesses

1. 10/4/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/05/2017 - 4 Hours Per Month During Securities Trading - Life Insurance. 2. 2/28/2020 - SFG Wealth Management - DBA: SFG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 3. 3/2/2020 - SFG Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through SFG Wealth Management LLC, an independent investment advisor firm. I started this business activity in 03/2020. 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. 4. 3/17/2020 - SFG Wealth Management, LLC - DBA: (Hybrid) SFG Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-01
  • S66 Uniform Combined State Law Examination
    2016-04-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Towson, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor