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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archbishop Spalding High School | Severn | MD | 10/2014 | 05/2023 |
| Severn Financial Advisors | Annapolis | MD | 06/2023 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 01/2025 |
| Severn Financial Advisors Llc | Annapolis | MD | 08/2023 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 08/2026 |
| Severn Financial Advisors Llc | Annapolis | MD | 01/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: SEVERN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 06/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR WORKING IN WEALTH MANAGEMENT PROVIDING ADVISORY SERVICES, OFFERING SECURITIES, ESTATE AND FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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