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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Securities, Llc | Roseville | CA | 04/2014 | 01/2017 |
| Nationwide Investment Advisors, Llc | Grandview | OH | 01/2017 | 10/2019 |
| Fisher Investments | Tampa | FL | 09/2021 | 10/2022 |
| Us Bank | Pickerington | OH | 02/2020 | 09/2021 |
| Unemployed | Blacklick | OH | 10/2019 | 02/2020 |
| Trajan Wealth, L.L.C. | Land O Lakes | FL | 10/2022 | 03/2026 |
| Unemployed | Land O Lakes | FL | 04/2026 | 07/2026 |
| Mdrn Capital, Llc | Land O Lakes | FL | 08/2026 | Present |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-08 |
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