AC
Aaron J. Cirksena
MDRN CAPITAL
Annapolis, MD 21401
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CRD#: 6161482
AC
Professional summary
Aaron Joshua Cirksena is a registered financial advisor currently at MDRN CAPITAL located in Annapolis, Maryland.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Aaron has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MDRN Insurance, LLC, Owner/Insurance Agent; same address; Non-Investment Related; Appx 10% of time during the month 2. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: BALTIMORE MD & NASHVILLE TN NATURE OF BUSINESS: RENTAL PROPERTIES START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: RENTING THE PROPERTIES OUT;
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Joshua Cirksena's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 1, 2023 - Present
MDRN CAPITAL
Office #1: 1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401RIA
CRD#: 325950
Annapolis, MD
Past
February 10, 2021 - June 5, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ANNAPOLIS, MD
Past
September 20, 2019 - June 5, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ANNAPOLIS, MD
Past
August 7, 2015 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
ANNAPOLIS, MD
Past
August 7, 2015 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
ANNAPOLIS, MD
Past
March 27, 2014 - August 4, 2015
MORGAN STANLEY
RIA
CRD#: 149777
BALTIMORE, MD
Past
March 27, 2014 - August 4, 2015
MORGAN STANLEY
BD
CRD#: 149777
BALTIMORE, MD
Past
October 3, 2013 - January 22, 2014
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
HONOLULU, HI
Past
September 10, 2013 - January 22, 2014
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
HONOLULU, HI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(6/1/2023)
IAR
Texas(6/2/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401
Mailing Address
Phone number
(410) 533-9966
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 160,866,017 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MDRN CAPITAL
CRD#: 325950Annapolis, MD 21401TRUST BUT VERIFY
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