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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-02 |
Branch Locations
405 Floral Vale Blvd, Yardley, PA 19067-5526 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch/Bank Of America | Dover | DE | 04/2001 | 04/2017 |
| Raymond James Financial Services, Inc | Chestertown | MD | 04/2017 | 11/2018 |
| Raymond James Financial Services Advisors Inc. | Chestertown | MD | 04/2017 | 11/2018 |
| Cabi/Self Employed | Chesapeake City | MD | 11/2016 | 06/2018 |
| Allstate Insurance Co | Northbrook | IL | 02/2019 | Present |
| Zeiders Enterprises | Aberdeen | MD | 05/2020 | Present |
| Magellan Federal | North East | MD | 06/2020 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2019 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2019 | Present |
| Lester Tarry Agency | Pasadena | MD | 03/2024 | Present |
| Brendan Schuck Agency | Yardley | PA | 03/2024 | Present |
| Lsa Securities, Llc | Lincoln | NE | 09/2025 | Present |
MAGELLAN FEDERAL POSITION: Personal Financial Counselor NATURE: Magellan Federal is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Magellan employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2020 ADDRESS: 229 Tournament Cir, North East MD 21901, United States DESCRIPTION: Service Members and their families will require financial counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning. Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.Teaching Service members (and their families) money management techniques to encourage them to live within their means.Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.Educating military families on the importance of maintaining excellent credit histories and ratings.Educating and counseling Service Members - about their military retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-25 |
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