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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-06 |
| MD | RA | APPROVED | 2025-05-12 |
Branch Locations
8825 Stanford Blvd Ste 200, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Annapolis | MD | 07/2022 | 11/2023 |
| Scarborough Capital Management | Annapolis | MD | 07/2022 | 01/2024 |
| Lowe'S Home Improvement | Indiana | PA | 07/2020 | 01/2022 |
| S & T Bank | Indiana | PA | 01/2022 | 04/2022 |
| Scaletta Financial, Llc | Johnstown | PA | 06/2021 | 08/2021 |
| United Parcel Service | Fishersville | VA | 08/2014 | 07/2020 |
| Etsy | Crofton | MD | 03/2022 | Present |
| Edward Jones | St Louis | MO | 01/2024 | 05/2024 |
| Prostatis Group Llc | Hanover | MD | 08/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Columbia | MD | 05/2025 | Present |
Business Ownership; Quick Digital Planner; Owner; I sell digital Microsoft Excel and Google Sheet templates on Etsy for customers to buy and manipulate on their own.; 1717 Tipton Drive, , Crofton, MD, 21114; Not Investment-Related; 03/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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