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50 Carroll Creek Way Suite 220, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2022-01-05 |
Branch Locations
50 Carroll Creek Way Suite 220, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthflow Inc. | Frederick | MD | 12/2016 | Present |
| Live Pulse | Arlington | VA | 12/2009 | 12/2016 |
| Northpeak Financial Inc. | Frederick | MD | 01/2021 | 09/2023 |
| Northpeak Financial Inc. | Orlando | FL | 09/2023 | Present |
I am the managing member of WealthFlow Inc, an insurance agency licensed in the state of Maryland. The agency is non investment-related and is located at 50 Carroll Creek Way, Suite 220, Frederick, MD 21701. The agency was started in December 2016 and I devote approximately 50% of my time to it. My duties include advising clients of their insurance options and management. I am the managing member and CEO of Live Pulse, a technology company registered in the Commonwealth of Virginia. The company is non investment-related and its address is 4201 Wilson Blvd #110-533, Arlington, VA 22203. The company was founded in December 2009 and I devote approximately 50% of my time to it. My duties include management and operations support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
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