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Inactive

Robin Kay Patalon

Sc&H Wealth

Hunt Valley, MD

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Current Employers
Sc&H Wealth

226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-13
VA RA APPROVED 2020-01-02
MD RA APPROVED 2002-11-13
  • TX RA
    APPROVED
    Since 2021-05-13
  • VA RA
    APPROVED
    Since 2020-01-02
  • MD RA
    APPROVED
    Since 2002-11-13

Branch Locations

226 Schilling Circle Suite 300, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sc&H Financial Advisors, Inc. Hunt Valley MD 02/1999 Present
Triad Advisors, Inc Norcross GA 11/2009 09/2017
  • 02/1999 → Present
    Sc&H Financial Advisors, Inc.
    Hunt Valley, MD
  • 11/2009 → 09/2017
    Triad Advisors, Inc
    Norcross, GA
Previous Registrations
  • 2002-03-18 → 2009-11-16
    1St Global Advisors Inc
    Sparks, MD
    Hunt Valley, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-31
  • S66 Uniform Combined State Law Examination
    2002-01-31
Designations
Other Names
  • Robin Kay Ritter

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