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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
201 Thomas Johnson Drive Suite 200, Frederick, MD 21702 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ids Life Insurance Company | Vienna | VA | 10/1999 | 11/2022 |
| Guardian Life Insurance Company | Sparks | MD | 10/2009 | 11/2022 |
| Park Avenue Securities | Sparks | MD | 11/2009 | 11/2022 |
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 11/2022 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) HERITAGE FINANCIAL CONSULTANTS, LLC 307 INTERNATIONAL CIRCLE SUITE 390 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE. START DATE: 11/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2)MARYLAND FINANCIAL PLANNER, LTD. 201 THOMAS JOHNSTON DR STE 200 FREDERICK MD CATEGORY: INSURANCE/LLC OWNERSHIP INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: SALE AND SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 11/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-03 |
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