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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
| MD | RA | APPROVED | 2025-03-03 |
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
Catonsville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hunt Valley | MD | 05/2012 | 03/2025 |
| Mml Investors Services | Hunt Valley | MD | 06/2012 | 03/2025 |
| Osaic | Hunt Valley | MD | 01/2025 | Present |
1) NAME: PAUL BAADER INV REL: Y ADDR: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States NATURE: LIFE, HEALTH, FIXED ANNUITIES, DISABILITY INCOME INSURANCE, P/C AND LTC, POSITION: AGENT START:3/16/2012 NO HR/MO:20 NO HR/MO DUR TRADING:20. 2) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Financial Planner NATURE: investments and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/03/2025 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: Financial planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-31 |
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