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785 Elkridge Landing Road Suite 100, Linthicum, MD 21090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-02 |
Branch Locations
785 Elkridge Landing Road Suite 100, Linthicum, MD 21090 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-05-10 |
Branch Locations
785 Elkridge Landing Road Suite 100, Linthicum Heights, MD 21090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanders Morris Harris Inc. | Hunt Valley | MD | 06/2006 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | 07/2026 |
| Foundation Financial Advisors, Inc. | Linthicum | MD | 01/2025 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Foundation Financial Advisors, Inc. | Linthicum | MD | 07/2026 | Present |
Fixed insurance sales; as of 08/01/2023; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-10 |
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