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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-04 |
| OH | RA | APPROVED | 2024-09-04 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Louisville | KY | 11/2014 | 01/2022 |
| Park Avenue Securities | Louisville | KY | 09/2015 | 06/2022 |
| Legends Sports Academy | Louisville | KY | 06/2014 | 09/2018 |
| Hazard & Siegel Inc | Syracuse | NY | 06/2022 | 01/2024 |
| Integrity First Wealth | Leo | IN | 12/2022 | Present |
| Bull Harbor Capital, Llc | Bethesda | MD | 08/2024 | Present |
1. Fixed Insurance business as an independent contractor Start: 08/31/2016, Address: 8713 Virgo Run Leo, IN 46765 40 bus hrs per month, Investment related, 2. CKR Strategic LLC-LLC was created for me to achieve tax efficiency in my own financial planning, Start: 05/12/2020, Address: 8713 Virgo run Leo, IN 46765 0 hrs per month, Not investment related 3. Mainstay Accounting - contract work for financial services Address"8713 Virgo Run Leo, IN 46765 30 hrs per month Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-17 |
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