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2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
| MD | RA | APPROVED | 2010-05-06 |
| TX | RA | APPROVED_RES | 2010-05-06 |
Branch Locations
2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Nokomis, FL • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Research Financial Services, Inc. | Gaithersburg | MD | 12/1990 | Present |
| Research Financial Strategies Inc | Rockville | MD | 06/1992 | Present |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 04/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2012 | Present |
1.) ASH BROKERAGE SERVICES; NOT INVESTMENT RELATED; INSURANCE; APPOINTED AGENT FOR VARIOUS COMPANIES; START DATE: 7/1992; FIXED AND VARIABLE LIFE, ANNUITY AND LTC INSURANCE SERVICES 2.) 4/1/2010 - ACT IN A FIDUCIARY CAPACITY-RESEARCH FINANCIAL STRATEGIES, INC. 401(K) PLAN. 401(K) PLAN FOR MY DBA COMPANY.- 2273 Research Blvd, Suite 101, Rockville, MD 20850 3.) 01/24/08 - NON-VARIABLE INSURANCE DBA - RESEARCH FINANCIAL STRATEGIES, INC TO BE USED FOR ALL SECURITIES BUSINESS AND ALL NONVARIABLE INSURANCE BUSINESS - 90% TIME SPENT. 4.) 05/17/10 - REGISTERED INVESTMENT ADVISOR, (HYBRID RIA) REUTEMANN FINANCIAL SOLUTIONS, INC. KNOWN TO THE PUBLIC AS RESEARCH FINANCIAL STRATEGIES (AN APPROVED DBA)., , 90% MD. (HYBRID RIA) PROVIDING INVESTMENT ADVICE FOR A FEE AND FINANCIAL PLANNING FOR HOURLY AND/OR FIXED FEES., RESEARCH FINANCIAL STRATEGIES, 90% MD. 5.) 6319 Crested Eagle Lane Rental Property. Not investment related. 6319 Crested Eagle Lane, Nokomis, FL. Rental Property. 50/50 owner with spouse. Start March 2022. 1hr/mo. 0 hours during trading. Per revised lease, the rental property will be managed by myself and my wife. The tenant has assumed responsibility for repairs and maintenance. Rental payments will be made via direct deposit into our joint checking account 6.) No More MPT! LLC. 2273 Research Blvd Suite 101 Rockville MD 20850. Not investment related. Teaching and coaching class and website for professional advisors with licenses only. Owner of LLC. Monthly subscription fee. 20 hours month/ 5 during trading. Host weekly meetings, post content to website and answer questions from students. 7.) 6279 Crested Eagle Lane Rental Property 2. Not investment related 3. Address in itme 1 4. Single Family house rental property 5. 50/50 owner with spouse 6. 5/1/2024 7. 1 hr/mo 8. 0 hrs during trading 9. Rental property will be managed by myself & my wife. We will communicate with the renter re: repairs & maintenance & direct a contractor to do the work. Rental payments will be made via direct deposit into our join checking account. 8.) Reutemann Financial Florida Inc. Investment Related. 14671 Hidden Sawgrass Path Nokomis, FL 34275. Management Service. CEO. 1/2025. 160. 130. Investment Management Services. 9.) Author. Non-Investment Related. 14671 Hidden Sawgrass path Nokomis, FL 34275. Writer/Book. Author. 9/2025. 3. 0. Author of book. 10.) Republican Capitalists of America. Not investment related. At registered location. Political advocacy. Founder. Start date: 07/2026. 10 hrs/month; none during trading hours. Posting comments, articles, and interviews on website.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-25 |
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