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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-13 |
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Hunt Valley | MD | 08/2010 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. ELIZABETH PAAL 307 INTERNATIONAL CIRCLE, STE 390 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 01/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2. POSHMARK BALTIMORE, MD 21212 CATEGORY: RETAIL INDUSTRY INVESTMENT-RELATED: NO TITLE: SELF DUTIES: SELL CLOTHING ON POSHMARK APPLICATION START DATE: 02/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3. CALVERT SCHOOL POSITION: Board Member, Committee Member NATURE: As an alumni board member, I will be trying to engage the alumni base to get involved with the school through various alumni functions. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 105 Tuscany Road, Baltimore MD 21210, United States DESCRIPTION: As a board member and committee, I will be emailing alumni to get involved with the school and to come back and visit the school. I will be working with the board with ways to engage the young alumni group and serve as the voice for the 20-30 year old alumni. We meet 4 times a year at the school and besides emailing alumni, I will also be attending alumni events in the area. 4.HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, Suite 390, Hunt Valley, MD MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-08 |
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