Inactive

Mary Jeanne Thompson

Buttonwood Financial Advisors, Inc.

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Current Employers

Buttonwood Financial Advisors, Inc.

1 N Haven Street, Suite 204, Baltimore, MD 21224 • United States

Current Registrations

Authority	Category	Status	Date
DC	RA	APPROVED	2024-06-05
GA	RA	APPROVED	2024-06-03
FL	RA	APPROVED	2024-05-16
CA	RA	APPROVED	2024-04-30
IL	RA	APPROVED	2024-04-30
MD	RA	APPROVED	2024-04-30
NH	RA	APPROVED	2024-04-30
NY	RA	APPROVED	2024-04-30
PA	RA	APPROVED	2024-04-30
TX	RA	APPROVED	2024-04-30
VA	RA	APPROVED	2024-04-30

DC RA
APPROVED

Since 2024-06-05
GA RA
APPROVED

Since 2024-06-03
FL RA
APPROVED

Since 2024-05-16
CA RA
APPROVED

Since 2024-04-30
IL RA
APPROVED

Since 2024-04-30
MD RA
APPROVED

Since 2024-04-30
NH RA
APPROVED

Since 2024-04-30
NY RA
APPROVED

Since 2024-04-30
PA RA
APPROVED

Since 2024-04-30
TX RA
APPROVED

Since 2024-04-30
VA RA
APPROVED

Since 2024-04-30

Branch Locations

1 N Haven Street, Suite 204, Baltimore, MD 21224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Advantage, Inc	Columbia	MD	01/2012	05/2018
Financial Advantage, Inc.	Columbia	MD	11/2008	05/2018
Reframe Financial Planning, Llc	Ellicott City	MD	11/2018	04/2024
Unemployed	Ellicott City	MD	06/2018	11/2018
Buttonwood Financial Advisors	Baltimore	MD	04/2024	Present

01/2012 → 05/2018

Financial Advantage, Inc

Columbia, MD
11/2008 → 05/2018

Financial Advantage, Inc.

Columbia, MD
11/2018 → 04/2024

Reframe Financial Planning, Llc

Ellicott City, MD
06/2018 → 11/2018

Unemployed

Ellicott City, MD
04/2024 → Present

Buttonwood Financial Advisors

Baltimore, MD

Previous Registrations

2019-02-15 → 2024-04-30

Reframe Financial Planning, Llc

Ellicott City, MD
2012-01-24 → 2018-05-31

Fai Wealth Management

Columbia, MD

Columbia, MD

Designations

Other Names

Mary J Daly
Mary J Thompson

View on SEC IAPD

Other Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

PATIENT CAPITAL MANAGEMENT, LLC

1919 INVESTMENT COUNSEL, LLC

TRUIST ADVISORY SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

TILTON-STEELE INTERNATIONAL

LPL FINANCIAL LLC

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Other Investors

JOHN VINCENT REILLY

ARTHUR SHELDON KARAFIN

MEREDITH ANNE MOWEN

MICHAEL ANTHONY MCANDREW

Lauren Kathleen Krieger

Desislava V. Locher

ROBERT SCOTT PIERCE

Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

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