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1500 Sulgrave Ave, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2013 | 07/2017 |
| Fieldstone Financial Management Group, Llc | Foxboro | MA | 05/2016 | 12/2016 |
| Fieldstone Financial Management Group, Llc | Foxboro | MA | 09/2017 | 02/2019 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 02/2019 | 10/2024 |
| Lpl Financial Llc | Baltimore | MD | 11/2024 | Present |
1) 02/04/2025 - Armstrong Dixon - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/04/2024 - 160 Hrs/Mth - 6.50 Hrs During Trading. 2) 03/10/2025 - Armstrong Dixon - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:02/03/2025 - 160 Hrs/Mth - 6.50 Hrs During Trading.I provide investment advisory services through Armstrong Dixon, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 09/03/2025 - ADE, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date:11/04/2024 - 200 Hrs/Mth - 7 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-15 |
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