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Gaithersburg, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 02/2006 | Present |
| Guardian Life Insurance Co Of America | Bethesda | MD | 07/2017 | 02/2020 |
| Park Avenue Securities, Llc | Bethesda | MD | 08/2017 | 02/2020 |
| Remnant Wealth | Gaithersburg | MD | 02/2020 | Present |
| Nationwide Insurance - Halkos Agency | Laurel | MD | 10/2016 | Present |
1. Property and Casualty Insurance Sales I receive a commission for property and casualty insurance policies placed Start: 05/08/2017 Address: 9601 Swallow Point Way Lower Level; Gaithersburg, MD 20879 10 non bus hrs per month Investment related 2. Insurance Sales from carriers other than Guardian I sell life, disability, and long term care insurance from carriers other than Guardian. Start: 05/08/2017 Address: 9601 Swallow Point Way Lower Level; Gaithersburg, MD 20879 4 bus hrs per month Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-15 |
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