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8600 Lasalle Road Suite 312, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-29 |
Branch Locations
8600 Lasalle Road Suite 312, Towson, MD 21286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Webbert Financial Planning | Baltimore | MD | 06/2006 | 01/2025 |
| Securities America, Inc. | Towson | MD | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Towson | MD | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Towson | MD | 06/2024 | 01/2025 |
| Blue Curve Advisory, Llc | Towson | MD | 08/2024 | Present |
| Blue Curve Advisory, Llc | Towson | MD | 01/2025 | Present |
NATURE: Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2013 ADDRESS: 8600 LaSalle Rd ste 312, Towson MD 21286 DESCRIPTION: Notarizing documents for clients Independent Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-28 |
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