Byron David Stahl

Current Employers

Employment History

• 04/2016 → 06/2026
  Lpl Financial, Llc
  Clifton Park, NY
• 04/2016 → 12/2024
  Maryland Financial Group, Inc.
  Clifton Park, NY
• 12/2024 → Present
  Headland Capital, Llc
  Clifton Park, NY

Previous Registrations

• 2023-03-14 → 2026-05-07
  Lpl Financial Llc
  Mt. Pleasant, SC
  Mt. Plesant, SC
  San Diego, CA
  Clifton Park, NY
  Clifton Park, NY
  Marietta, GA
  Mt. Pleasant, SC
• 2017-02-09 → 2024-12-18
  Maryland Financial Group, Inc.
  Mt. Pleasant, SC
  Rockville, MD
  Clifton Park, NY
• 2015-06-01 → 2016-05-11
  Transamerica Financial Advisors, Llc
  Cedar Rapids, IA
  Mount Pleasant, SC

Other Businesses

(1.) Non-Variable License; At Reported Business Location(s); Non-Variable Insurance; Insurance Agent; Start Date: 4/1/2016; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Life insurance, disability and fixed annuities. (2.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date: 4/26/2017; 160 hours devoted monthly; 130 hours devoted monthly during trading hours. (3.) Denooyer Direct Insurance; Investment Related; 127 Wolf Road, Albany NY 12205; Insurance Agent; Property and Casualty; Start Date: 1/28/2020; 20 hours devoted monthly; 2 hours devoted monthly during trading hours; Insurance sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-02
• S63 Uniform Securities Agent State Law Examination
  2013-05-14

Other Names

• Byron Stahl