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9690 Deereco Road Suite 800, Timonium, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-20 |
| MD | RA | APPROVED | 2025-02-13 |
Branch Locations
9690 Deereco Road Suite 800, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Timonium | MD | 04/2016 | 05/2025 |
| Kestra Investment Services, Llc | Timonium | MD | 07/2004 | 05/2025 |
| Berman Mcaleer | Timonium | MD | 05/2025 | Present |
Business Name: BMC Holdings LLC Investment Related: Yes Address: 9690 Deereco Road Suite 800 Timonium MD 21093 Nature of Business: Other Other/None of the Above Personal Investing Position, Title or Relationship: Partner Start Date: 1/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Determining as a group suitable investments for the four owners. Business Name: Berman McAleer Partnership Investment Related: Yes Address: 9690 Deereco Road, Suite 800 Timonium MD 21093 Nature of Business: Insurance Position, Title or Relationship: Principal, and the other owners are my partners. Start Date: 12/31/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My ownership in this entity matches my ownership in Berman McAleer, Inc. with the goal to maintain an amount of death benefit at least equal to the current market value of my ownership in BMC Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-22 |
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