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22 Deer Street Suite 200, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-07-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 12/2013 | 09/2018 |
| Sandbox Financial Partners, Llc | Bethesda | MD | 09/2018 | Present |
RENTAL PROPERTY; INVESTMENT RELATED; LAKEWOOD RANCH, FL; 100% OWNERSHIP; START DATE = 01/01/2007; 2 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS. BALDWIN GROVE HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; HERNDON, VA; DIRECTOR; START DATE 01/01/2014; 2 HOURS PER MONTH / 0 DURING TRADING HOURS. TRUSTEE FOR MOTHER; INV RELATED; BETHESDA, MD; START: 4/1/17; 5 HRS/MO; 5 DURING TRADING. TRUSTEE FOR FREDERICK J BOHLANDER 401K & DBP; INV RELATED; BETHESDA, MD; START: 12/18/13; 5 HRS/MO; 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-12 |
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