Paul J. Phelan

Current Employers

Employment History

• 09/2003 → 04/2020
  Early, Cassidy & Schilling, Llc
  Rockville, MD
• 09/2014 → 08/2020
  Lpl Financial Llc
  Rockville, MD
• 09/2014 → 08/2020
  Global Retirement Partners
  Rockville, MD
• 09/2020 → Present
  Pensionmark Securities, Llc
  Rockville, MD
• 09/2020 → Present
  Pensionmark Financial Group, Llc
  Rockville, MD
• 04/2020 → Present
  Assuredpartners
  Rockville, MD
• 10/2025 → Present
  World Investments, Inc.
  Rockville, MD

Previous Registrations

• 2014-09-17 → 2020-09-01
  Global Retirement Partners Llc
  Rockville, MD
  San Rafael, CA
• 2012-07-30 → 2014-11-17
  Financial Telesis Inc
  San Rafael, CA
  Rockville, MD
• 2007-09-07 → 2011-03-28
  New England Securities
  Rockville, MD
  Rockville, MD

Other Businesses

1. 09/12/2003 - Assured Partners; 15200 Omega Drive, Suite 100 Rockville, MD 20850;Investment Related; Insurance Brokerage; Senior Vice President; 9/15/2003; 130 hours per month; 130 hours during trading hours; Sales & Account Management 2. Assured Partners NE, LLC; 445 Hamilton Ave 10th Floor, White Plains, NY 10601; Investment Related; Insurance Agency Specializing in P&C, Group Benefits & Retirement Planning; Account Executive; 4/1/2020; 0 Hours Per Month; 0 Hours per Trading Hours; No duties. 3. Early, Cassidy & Schilling, an Assured Partners Company; Investment Related; 15200 Omega Drive, Suite 100 Rockville, MD 20850; Employee Benefits, Commercial Insurance, Surety Bonding & Personal Insurance Brokerage; Senior Vice President; 9/2003; 138 hours per month; 138 hours during trading hours; Insurance Sales & Business Development 4. AP Benefit Advisors, LLC dba AssuredPartners Benefits Insurance; Non-Investment Related; 540 Gaither Rd. Suite 420, Rockville, MD 20850; Insurance brokerage; Senior Vice President; 4/1/2020; 107 hours per month; 107 hours during trading hours; Insurance brokerage and consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-08
• S63 Uniform Securities Agent State Law Examination
  2002-03-01

Designations

Other Names

• Paul J. Phelan
• Paul J Phelan