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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-05 |
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Charleston | MA | 03/2006 | 10/2017 |
| Securities America, Inc. | Charlton | MA | 10/2017 | 08/2023 |
| Securities America Advisors | Charlton | MA | 10/2017 | 08/2023 |
| Founders Financial Securities Llc | Towson | MD | 08/2023 | Present |
1)McCord LLC; Investment Related; Start Date: 03/1986; 26 Carroll Hill Road Charlton, MA 01507; Insurance Sales; 4 Hrs. Per Month; 4 Hrs. During Trading; Insurance sales and servicing of Medicare Advantage, Medicare Supplement, life, disability, LTC insurance and Fixed annuities; 2) McCord LLC; Non-Investment Related; Start Date: 01/2010; 26 Carroll Hill Road Charlton, MA 01507; Tax Preparation; 1 Hrs. Per Month; 1 Hrs. During Trading; Tax Return preparation and filing; 3) SWN Production Company LLC; Start Date: 07/2018; Non-Investment Related; PO Box 12359, Spring, TX 773391; Owner of Land Mineral Rights; 0 Hrs. Per Month; 0 Hrs. During Trading; Inherited land from father to which is leased out for oil & Mineral rights
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-13 |
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