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Scott Albert Grebenstein

Foresight Financial Services, LLC

Laurel, MD

CRD 1507126

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Employer firm

Foresight Financial Services, LLC CRD 312958

$11.0M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Foresight Financial Services, Llc

131 Linden Ridge Road, Laurel, MD 20724 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-03-22
  • MD RA
    APPROVED
    Since 2021-03-22

Branch Locations

131 Linden Ridge Road, Laurel, MD 20724 • 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
Mclaughlin Ryder Investments Alexandria VA 08/2010 12/2020
Foresight Financial Services, Llc Laurel MD 01/2021 Present
Previous Registrations
  • 2016-06-06 → 2021-02-23
    Chesapeake, VA
    Alexandria, VA
    Alexandria, VA
  • 2010-08-31 → 2010-11-12
    Coburn & Meredith, Inc.
    Alexandria, VA
  • 2008-08-11 → 2010-02-17
    M&T Securities, Inc.
    Baltimore, MD
    Baltimore, MD
    Baltimore, MD
  • 2007-09-17 → 2008-08-11
    Reisterstown, MD
  • 2004-03-31 → 2007-09-17
    Mercantile Brokerage Services, Inc.
    Reisterstown, MD
    Baltimore, MD
    Baltimore, MD
Other Businesses

NAME OF BUSINESS: THE LUMBER COMPANY SPORTSCARDS, LLC | THIS BUSINESS IS NOT INVESTMENT RELATED | 131 LINDEN RIDGE ROAD, LAUREL, MD 20724 | PROVIDES ONLINE SALES OF SPORTS MEMORABILIA | OWNER | THIS BUSINESS IS UNRELATED TO FORESIGHT FINANCIAL SERVICES, LLC (OTHER THAN COMMON OWNERSHIP) | THIS LLC WAS FORMED IN JANUARY 2020 | TIME DEVOTED IS APPROXIMATELY TEN HOURS PER WEEK AND OUTSIDE OF TYPICAL BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-06
S63 Uniform Securities Agent State Law Examination 1986-08-20
  • S65 Uniform Investment Adviser Law Examination
    2016-06-06
  • S63 Uniform Securities Agent State Law Examination
    1986-08-20

View on SEC IAPD

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