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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-29 |
Branch Locations
11350 Mccormick Rd Suite 907, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Hunt Valley | MD | 07/2015 | 11/2018 |
| Mml Investors Services, Llc | Hunt Valley | MD | 06/2015 | 11/2018 |
| Tribel Consulting Firm, Llc | Baltimore | MD | 11/2018 | Present |
| Maritime Institute Of Technology And Graduate Studies | Linthicum | MD | 10/2018 | 03/2020 |
| Mitags | Baltimore | MD | 08/2018 | Present |
| Kevin Belshaw | Baltimore | MD | 06/2015 | Present |
| United Planners Financial Services Of America | Scottsdale | AZ | 11/2019 | Present |
1.) COLLEGE PLANNING NETWORK - REGISTERED REPRESENTATIVE - COLLEGE AND RETIREMENT PLANNING - BALTIMORE, MD - SINCE 10/2018 - INVESTMENT RELATED 2.) TRIBEL CONSULTING FIRM, LLC - PRESIDENT/OWNER - CONSULTING SERVICES - COLUMBIA, MD - SINCE 11/2018 - NOT INVESTMENT RELATED 3.) KEVIN BELSHAW - INSURANCE AGENT - NON-VARIABLE INSURANCE - BALTIMORE, MD - SINCE 06/2015 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-08 |
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