CA Insurance Lic #0C40217
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Partnership Wealth Management (PWM), is a registered investment advisor located in Maryland. PWM and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PWM maintains clients. PWM only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. We also have life insurance licenses in the following states: MD, CA, DC, DE, HI, FL, NJ, PA, RI, VA, & VT