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211 Owings Gate Ct Suite 302, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-17 |
Branch Locations
211 Owings Gate Ct Suite 302, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Baltimore | MD | 03/2018 | 05/2019 |
| Morgan Stanley | Baltimore | MD | 09/2017 | 12/2017 |
| Unemployed | Baltimore | MD | 08/2016 | 09/2017 |
| Securities Service Network | Hunt Valley | MD | 05/2019 | 08/2020 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 05/2019 | 04/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | 12/2022 |
| American Financial Management, Ltd. | Owings Mills | MD | 09/2023 | Present |
| Elevate Advisor Services Llc | Baltimore | MD | 05/2023 | 12/2024 |
| Bull Or Bear Llc | Baltimore | MD | 05/2023 | 12/2024 |
| Independent Insurance Agent | Towson | MD | 10/2024 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; TOWSON, MD; 10/2024; INSURANCE AND ANNUITY PRODUCT SALES; 5HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS. AMERICAN FINANCIALMANAGEMENT, LTD; NON-INVESTMENT RELATED; OWINGS MILLS, MD; CRM AND TECHNOLOGY COMPLAINCE CONSULTING SERVICES; 5HRS/MONTH DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-27 |
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