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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spl | Frederick | MD | 11/2015 | 01/2017 |
| Raymond James Financial Services, Inc. | Frederick | MD | 01/2017 | 01/2018 |
| Raymond James Financial Services Advisors Inc. | Frederick | MD | 08/2017 | 01/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 02/2018 | 08/2018 |
| Securities America, Inc. | Bethesda | MD | 08/2018 | 06/2024 |
| Securities America Advisors | Bethesda | MD | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Bethesda | MD | 06/2024 | Present |
Name: Hildebrand, Limparis & Associates, CPAs, PC Position: CPA - Nature: CPA - Accounting Firm - Investment Related: No Hours: 40 - Securities Trading Hours: 40 - Start Date: 12/01/2017 Address: 7101 Guilford Drive, Suite 200, Frederick MD 21704, United States Name: Reese Yeatman Financial LLC (SAA) Position: IAR - Nature: Investment Advisor Representative - Investment Related: Yes - Hours: 40 - Securities Trading Hours: 40 - Start Date: 01/04/2018 Address: 4704 Highland Ave, Bethesda MD 20814, United States DBA: Reese Yeatman Financial, LLC DBA: Byron Hildebrand, CPA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-14 |
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