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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-08 |
Branch Locations
1610 West Street Suite 105, Annapolis, MD 21401 • United States
Severna Park, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Reserve Financial Services | Annapolis | MD | 07/2007 | 03/2023 |
| Commonwealth Financial Network | Edgewater | MD | 03/2023 | 06/2023 |
| Commonwealth Financial Network | Edgewater | MD | 06/2023 | 06/2025 |
| Severn Financial Advisors | Annapolis | MD | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
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