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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-15 |
Branch Locations
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Woodbridge, VA • United States
1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interactive Financial Advisors | Chicago | IL | 12/2016 | 08/2025 |
| Unemployed | Fairfax | VA | 07/2016 | 11/2016 |
| Brooklight Place Securities, Inc. | Downers Grove | IL | 10/2017 | 08/2020 |
| Fortune Financial Services | Monaca | PA | 08/2020 | 08/2025 |
| Founders Financial Securities Llc | Towson | MD | 08/2025 | Present |
1) NAME OF BUSINESS: SHENANDOAH FINANCIAL ADVISORS; NATURE OF BUSINESS: FINANCIAL PLANNING, TAX PREP, FIXED INSURANCE SERVICE AND SALES; LOCATION: 117 S LOUDAN STREET, WINCHESTER, VA 22601; TITLE: FINANCIAL ADVISOR/INSURANCE PRODUCER/TAX PREPARER; START DATE: 12/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: 160; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 160.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
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