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2114 Oak Street, Jacksonville, FL 32204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-14 |
| MD | RA | APPROVED | 2025-04-22 |
Branch Locations
2114 Oak Street, Jacksonville, FL 32204 • United States
67 West Street Suite 200, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson University | Towson | MD | 01/2020 | 05/2022 |
| Worthington Financial Partners | Timonium | MD | 06/2022 | 02/2023 |
| Strayer Contracting | Baltimore | MD | 08/2020 | 05/2021 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 12/2019 |
| Parkside High School | Salisbury | MD | 08/2014 | 08/2018 |
| Covingtonalsina | Annapolis | MD | 03/2023 | 06/2023 |
| Covingtonalsina, Llc | Annapolis | MD | 06/2023 | Present |
| Great Valley Advisor Group, Inc. | Annapolis | MD | 04/2023 | 06/2023 |
1) independent licensed insurance agent 2) The Summit School; Investment related: Yes; Location: 664 Central Ave E Edgewater MD 21037; Description: The Summit School serves children, grades 1-8, with dyslexia and other learning differences. The Summit School has an incredible record of helping children become successful learners. The core of Summit's program incorporates: highly trained teachers, evidence-based instruction, hands-on, multi-sensory learning environments and small class sizes.; Position Title: Treasurer, Member of the Board; Responsibilities Duties: General board duties; present staff prepared financial statements to the board; Start date: 2024-05-17; Hours per month during trading hours: 4; Hours per month outside trading hours: 4.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
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