Caitlin Patricia Winter Garner

Current Employers

Employment History

• 01/2014 → 09/2017
  Triad Advisors, Inc.
  Norcross, GA
• 01/2014 → Present
  Sc&H Financial Advisors, Inc.
  Hunt Valley, MD

Previous Registrations

• 2005-04-08 → 2013-12-24
  Strategic Advisers Llc
  Towson, MD
  Towson, 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. 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. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) LICENSED INSURANCE AGENT // INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SALE OF INSURANCE-RELATED PRODUCTS // AGENT // HOURS AS NEEDED IN COURSE OF NORMAL BUSINESS, MOST OF WHICH WILL BE DURING TRADING HOURS // DUTIES INCLUDE MAINTAINING APPOINTMENTS WITH CARRIERS AND THE SALE OF INSURANCE PRODUCTS TO CLIENTS WHERE APPROPRIATE.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-29

Other Names

• Caitlin Patricia Winter
• Caitlin Patricia Garner