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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-10-14 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Gaithersburg | MD | 06/2016 | 10/2016 |
| Raymond James Financial Services, Inc. | Gaithersburg | MD | 10/2016 | 12/2020 |
| Cvi Financial Llc | Gaithersburg | MD | 03/2012 | 12/2020 |
| Purshe Kaplan Sterling Inv | Albany | NY | 01/2021 | Present |
| Marshall Financial Group | Hunt Valley | MD | 05/2021 | Present |
| The Marshall Financial Group Llc | Hunt Valley | MD | 05/2021 | Present |
Name of Business : Marshall Financial Group Address: 225 International Circle, Ste 102, Hunt Valley, MD 21030 Nature of the Business: RIA Position/Title: Client Service & Operations Specialist Investment Related:Yes Start Date: 01/2021 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 160 Description of duties: Client Service & Operations Specialist PKS Series 7 Registered Representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-22 |
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