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Disclosure Documents

This is a list of the disclosure documents we are required to share with you when we engage in financial planning services. The Wrap Disclosure (#2) only applies if you choose to engage in investment advisory business with us. 

 

1) Customer Relationship Summary-Maryland Financial Group

2) Wrap Disclosure Maryland Financial Group 

3) ADV Part 2A-Maryland Financial Group

4) ADV Part 2B- Brad Glickman

5) ADV Part 2B- Samantha Fraelich-Rohe

 

 

 

Resources

  • Check your Accounts
  • Client login
  • IntegriGen Intelligence
  • LPL research publications
  • IntegriGen Client Resources
  • Financial planning resources & helpful links
  • Tips for Organizing your Financial Records
  • FAQ
  • Disclosure Documents

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Maryland Financial Group Inc. a registered investment advisor. Maryland Financial Group Inc. and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Samantha: CA, CO, DC, FL, ID, IL, MA, MD, NJ, NY, OH, OR, PA, TX, VA
California Insurance License#4216178
Brad: CA, CO, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA 
California Insurance License# 4216216

2600 Tower Oaks Blvd. Ste. 220
Rockville, Maryland 20852

  •  Tel: 301-251-1005
  •  samantha@integrigenwealth.com
  •  brad@integrigenwealth.com
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