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6903 Rockledge Drive Suite 300, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-10 |
Branch Locations
6903 Rockledge Drive Suite 300, Bethesda, MD 20817 • 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 |
|---|---|---|---|---|
| Self-Employed/Insurance Broker | Bethesda | MD | 11/1984 | Present |
| Metlife Securities Inc. | Rockville | MD | 01/2015 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 12/2022 |
| Mml Investors Services, Llc | Rockville | MD | 03/2017 | 12/2022 |
| Sandbox Financial Partners, Llc | Bethesda | MD | 01/2023 | Present |
INDEPENDENT INSURANCE AGENT SELLING DISABILITY; NOT INVESTMENT RELATED; 2 TOWN GATE COURT, BETHESDA, MD 20817-4120; LIFE/ACCIDENT/HEALTH, LONG-TERM CARE; INDIVIDUAL AND GROUP MEDICAL INSURANCE; 8 WEEKDAY AND 3 EVENING/WEEKEND HOURS STARTED 01/1983.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-21 |
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