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11718 Ocean Gateway, Ocean City, MD 21842 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery Financial Services, Llc | Ocean Pines | MD | 11/2016 | Present |
| Mfs Wealth Llc | Ocean Pines | MD | 08/2016 | Present |
| Mfs Services | Ocean Pines | MD | 06/2016 | Present |
| Montgomery Financial Services, Llc | Ocean Pines | MD | 06/2026 | Present |
Nicholas Craven has a financial industry affiliated business as an insurance agent. He is licensed to sell insurance products through MFS Wealth LLC. From time to time, Mr. Craven may offer clients insurance-related products and/or services. Approximately 40% of Mr. Craven's time is spent in this capacity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
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