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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-25 |
| AR | RA | APPROVED | 2023-09-29 |
| CA | RA | APPROVED | 2023-09-29 |
| CO | RA | APPROVED | 2023-09-29 |
| CT | RA | APPROVED | 2023-09-29 |
| MD | RA | APPROVED | 2023-09-29 |
| NH | RA | APPROVED | 2023-09-29 |
| NY | RA | APPROVED | 2023-09-29 |
| OK | RA | APPROVED | 2023-09-29 |
| OR | RA | APPROVED | 2023-09-29 |
| PA | RA | APPROVED | 2023-09-29 |
| SC | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED | 2023-09-29 |
| WA | RA | APPROVED | 2023-09-29 |
| NV | RA | APPROVED | 2023-08-23 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins. Co. | New York | NY | 06/1979 | 05/2021 |
| Park Avenue Securities Llc | New York | NY | 05/1999 | 05/2021 |
| Guardian Life Insurance Company | New York | NY | 09/1979 | 05/2021 |
| Guardian Life Insurance | Las Vegas | NV | 05/2021 | 05/2023 |
| Park Avenue Securities | Las Vegas | NV | 05/2021 | 05/2023 |
| Bull Harbor Capital Llc | Bethesda | MD | 05/2023 | Present |
1. Trustee - D'Addona 2005 Family Trust-managing trustee of an irrevocable trust that was set up by my ex father-in-law for the benefit of me and my children. Start: 01/01/2005, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 2 bus hrs per month, Investment related, 2. Life Insurance and Annuity Sales-Life Insurance and Fixed Annuity Products, Start: 01/01/1995, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 5 bus hrs per month, Investment related, 3. PROMETHEUS SPEAKS, LLC-LLC for speaking fee collection, Start: 01/01/2005, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 16 bus hrs per month, Not investment related, 4. Property & Casualty Insurance-Property & Casualty Insurance , Start: 12/01/2015, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 1 bus hr per month, Investment related, 5. Prometheus Planning, LLC-DBA for my planning practice,. Start: 08/01/2016, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 10 bus hrs per month, Not investment related, 6. FLO Free LLC- 20% owner in this LLC. Company helps consumers overcome the behavioral problems that keeps them from increasing savings rates. The platform allows advisors to directly help their clients,. Start: 11/29/2016, Address: 1959 Rt. 34 Suite 101; Wall, NJ 07719, 15 total hours per month, 10 during securities trading hours, Investment related, Less than 10% annual compensation, 7) WeAre Brainius, LLC-This is an LLC that was created to hold investments. It is owned by Roth IRA,. Start: 11/23/2021, Address: 225 International Circle Suite 101 Hunt Valley, Maryland 21030, 0 total hours per month, Investment related, No annual compensation, 8) Valent Wealth LLC-Co-Owner DBA, Start: 01/01/2022, Address: 7450 Bachelors Button Dr. Las Vegas, NV 89131, 140 total hours per month; 140 during securities trading times, Investment related, No annual compensation, 9) Finseca- Board Member, Start: 06/01/2022, Address: 600 13th Street, NW Suite 550 Washington, D.C. 20005, 4 total hours per month; 4 during securities trading times, Not investment related, No annual compensation, 10) Currence-software company that provides its customers technology that helps people with data and a user experience to their cash flow and savings habits. 15% owner, Start: 09/01/2022, Address:11 Wharf Avenue Red Bank, NJ 07701, 60 total hours per month; 40 during securities trading times, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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