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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-06 |
Branch Locations
1298 Bay Dale Drive Ste 201, Arnold, MD 21012 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crump Life Insurance Services | Harrisburg | PA | 06/2017 | 09/2022 |
| Bankers Life | Glen Burnie | MD | 09/2016 | 05/2017 |
| Securities America, Inc. | Arnold | MD | 09/2022 | 06/2024 |
| Pj Robb Variable Corp | Memphis | TN | 05/2022 | 09/2022 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 01/2026 | Present |
1. DOORDASH POSITION: Delivery Driver NATURE: I drive for DoorDash and deliver food. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 901 Market Street, Suite 600, San Francisco CA 94103, United States DESCRIPTION: I drive for DoorDash and deliver food. 2. EBAY POSITION: Seller NATURE: I am selling sports cards on Ebay. I may end up selling other products in the future but mostly sports cards for the foreseeable future. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2023 ADDRESS: 1700 Woodtree Circle, Annapolis MD 21409, United States DESCRIPTION: I sell sports cards on Ebay. 3. MCGUIRE ENTERPRISES LLC POSITION: Member NATURE: LLC reporting as a partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2024 ADDRESS: 1700 Woodtree Circle, Annapolis MD 21409, United States DESCRIPTION: I am a limited partner in a partnership with my wife. 4. DELMARVA FINANCIAL GROUP POSITION: Associate Financial Advisor NATURE: LLC filing as an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/15/2022 ADDRESS: 1298 Bay Dale Dr, Suite 201, Arnold MD 21012, United States DESCRIPTION: I provide client service activities for advisor Beau Breeden doing business as Delmarva Financial Group, Breeden Enterprizes, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-30 |
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