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Current Employers
Ctg Wealth Management Llc

Severna Park, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-22
TX RA APPROVED_RES 2024-03-08
VA RA APPROVED 2024-02-07
  • MD RA
    APPROVED
    Since 2024-07-22
  • TX RA
    APPROVED_RES
    Since 2024-03-08
  • VA RA
    APPROVED
    Since 2024-02-07

Branch Locations

Severna Park, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ctg Wealth Management Llc Severna Park MD 12/2023 Present
N/A Arlington VA 06/2019 12/2023
Defense Acquisition University Arlington VA 06/2017 06/2019
Defense Acquisition University Arlington VA 10/2013 06/2017
  • 12/2023 → Present
    Severna Park, MD
  • 06/2019 → 12/2023
    N/A
    Arlington, VA
  • 06/2017 → 06/2019
    Defense Acquisition University
    Arlington, VA
  • 10/2013 → 06/2017
    Defense Acquisition University
    Arlington, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25

View on SEC IAPD

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