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1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-16 |
Branch Locations
1062 Barnes Road Suite 202, Wallingford, CT 06492 • United States
8115 Maple Lawn Blvd. Suite 230, Fulton, MD 20759 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2023 | 07/2024 |
| Texas Roadhouse | Columbia | MD | 01/2016 | 01/2023 |
| Bankers Life Securities, Inc | Glen Burnie | MD | 01/2025 | Present |
| Bankers Life & Casualty, Inc | Glen Burnie | MD | 08/2024 | Present |
| Sentinel Asset Management, Llc | Fulton | MD | 09/2005 | Present |
Granite Insurance, LLC: Insurance Agent, Engaged as an independent insurance agent offering life insurance and annuity products. Activity requires approximately 12-20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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