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Howard Rinehart Lodge

Quantum Financial Advisors Inc

Rockville, MD

Bloomington, IN

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Current Employers
Quantum Financial Advisors Inc

51 Monroe Street Suite 1902, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-12-05
  • IN RA
    APPROVED
    Since 2023-12-05

Branch Locations

51 Monroe Street Suite 1902, Rockville, MD 20850 • United States

Bloomington, IN • 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
Quantum Financial Advisors Inc Rockville MD 03/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-12
S63 Uniform Securities Agent State Law Examination 1994-02-08
  • S65 Uniform Investment Adviser Law Examination
    2014-09-12
  • S63 Uniform Securities Agent State Law Examination
    1994-02-08
Other Names
  • Howard R Lodge

View on SEC IAPD

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LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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