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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
Prince Frederick, MD • United States
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson University | Towson | MD | 05/2015 | Present |
| Heritage Financial Consultants | Hunt Valley | MD | 05/2017 | 09/2018 |
| Lincoln Financial Advisors | Hunt Valley | MD | 09/2018 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) TOWSON UNIVERSITY, 8000 YORK ROAD, TOWSON MD CATEGORY: INSTRUCTOR/TEACHER INVESTMENT RELATED: NO TITLE: PROFESSOR DUTIES: ADJUNCT PROFESSOR TEACHING A RETIREMENT BENEFITS CLASS START DATE: 08/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-22 |
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