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1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-29 |
Branch Locations
Maineville, OH • United States
1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simply Money Advisors | Cincinnati | OH | 11/2007 | Present |
| Hanson Mcclain Advisors | Cincinnati | OH | 08/2018 | Present |
| Mclean Asset Management Corporation | Tysons | VA | 10/2024 | Present |
1-OWNER/PHOTOGRAPHER, Scott Photography; not investment related; Maineville, OH, 5% of time spent during non-trading hours. 2-INSURANCE AGENT, McLean Insurance Solutions, LLC - Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Licensed Producer; Start Date: October 2024; Approximate Monthly Hours Spent on this Activity: 10; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Additional point of contact for fixed insurance and annuity products and serves resource for assisting clients and representatives of McLean Asset Management in identifying appropriate insurance and annuity products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2006-09-11 |
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