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4321 Northview Drive, Bowie, MD 20716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwm, Inc. | Lexington Park | MD | 06/2014 | 12/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2017 | 03/2019 |
| Northwestern Mutual Investment Services Llc | Annapolis | MD | 12/2017 | 03/2019 |
| Yellow Fin | Edgewater | MD | 06/2013 | 12/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2018 | 03/2019 |
| Widmann Financial Services | Bowie | MD | 03/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2019 | Present |
1. Fixed insurance sales; as of 07/21/2020; 5% time spent during business hours; Conducted at branch location; Investment related. 2. IAR of Widmann Financial Services offering financial planning services and asset management services. 3. Co-owner, Widmann Financial Services, Inc.; a private entity established as an RIA, and to facilitate securities, advisory, and insurance business; as of 2/13/2025; 40% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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