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Berlin, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employment | Pasadena | MD | 12/2014 | 01/2017 |
| Axa Advisors, Llc | Columbia | MD | 11/2016 | 03/2017 |
| Mml Investors Services | Elkridge | MD | 03/2018 | 08/2018 |
| Massmutual | Elkridge | MD | 01/2018 | 08/2018 |
| Medical Emergency | Pasadena | MD | 03/2017 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | 06/2021 |
| Self-Employment | Pasadena | MD | 01/2019 | 07/2019 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 06/2021 | 07/2021 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 06/2021 | 07/2021 |
| Advisory Services Network. Llc | Atlanta | GA | 08/2021 | 12/2021 |
| Summit Wealth Management Llc | Berlin | MD | 12/2021 | Present |
1) 2017-Present: Independent Insurance Agent/Insurance Related/Pasadena, MD/Insurance Agent/Offer life insurance and annuity products and services via unaffiliated issuers./Involves one percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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