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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-05 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 06/2020 | 06/2025 |
| Jeffery Miller Catering | Philadelphia | PA | 04/2018 | 12/2018 |
| Temple Groundskeeping | Philadelphia | PA | 06/2017 | 06/2020 |
| Temple University | Philadelphia | PA | 08/2016 | 05/2020 |
| Allstate | The Browning Agency | Philadelphia | PA | 09/2025 | 11/2025 |
| Graysquare | Philadelphia | PA | 06/2019 | 07/2019 |
| Mdrn Capital, Llc | Philadelphia | PA | 02/2026 | Present |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-30 |
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