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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-20 |
| MN | RA | APPROVED | 2022-10-26 |
| TX | RA | APPROVED_RES | 2017-04-25 |
| MD | RA | APPROVED | 2008-05-14 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Hunt Valley | MD | 09/2005 | 08/2020 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 10/2005 | Present |
| Ssn Advisory, Inc. | Hunt Valley | MD | 03/2018 | 08/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | Present |
1) The Marshall Financial Group, LLC - At registered location - Private Corp - RIA. - IAR - 9/29/2005 - More than 50% of the time during trading hours - Using the help of TDA Compliance I will be responsible for filing for my own licenses and be more accountable for compliance issues - Investment Related******** 2) PKS Financial - Investment related - 80 State Street, Albany NY 12207 - Fixed/traditional insurance sales - Agent - 1 hour a month - 1 security hour a month - Sales of fixed/traditional insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-05 |
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