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226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-13 |
| VA | RA | APPROVED | 2020-01-02 |
| MD | RA | APPROVED | 2002-11-13 |
Branch Locations
226 Schilling Circle Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sc&H Financial Advisors, Inc. | Hunt Valley | MD | 02/1999 | Present |
| Triad Advisors, Inc | Norcross | GA | 11/2009 | 09/2017 |
1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. ROBIN PATALON IS A DIRECTOR OF SC&H GROUP. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // DIRECTOR SINCE 2016 // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // DIRECTOR DUTIES INCLUDE THE GENERAL MANAGEMENT AND COORDINATION OF THE FIRM'S BUSINESS ACTIVITIES AND SERVICE ON THE BOARD OF DIRECTORS. 2) YOGA TEACHER // NOT INVESTMENT RELATED // NO CURRENT ADDRESS // TEACHING // YOGA TEACHER // 9/2016 // 2 HRS/MONTH // 0 HRS DURING TRADING HOURS // ROBIN PATALON IS AVAILABLE TO TEACH YOGA CLASS IF STUDIOS NEED A SUBSTITUTE. 3) MACPA PERSONAL FINANCIAL PLANNING COMMITTEE // NOT INVESTMENT RELATED // 901 DULANEY VALLEY ROAD, SUITE 800; TOWSON, MD 21204 // CPA RESOURCE // COMMITTEE MEMBER // RELATIONSHIP: VOLUNTEER // 2 HRS PER MONTH // 0 HRS DURING TRADING HOURS // DUTIES INCLUDE ATTENDING MEETINGS AND EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-31 |
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