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Inactive

Sean M. Flynn

Planvest Financial, Inc.

Gaithersburg, MD

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Current Employers
Planvest Financial, Inc.

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-26
  • MD RA
    APPROVED
    Since 2025-03-26

Branch Locations

9711 Washingtonian Blvd, Suite Suite 550, Gaithersburg, MD 20878 • 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
OrganizationCityStateFromTo
Knollwood Investment Advisory Cockeysville MD 10/2018 11/2024
Pnc Bank Baltimore MD 05/2011 09/2018
Planvest Financial Gaithersburg MD 03/2025 Present
Unemployed Fallston MD 11/2024 03/2025
  • 10/2018 → 11/2024
    Knollwood Investment Advisory
    Cockeysville, MD
  • 05/2011 → 09/2018
    Pnc Bank
    Baltimore, MD
  • 03/2025 → Present
    Planvest Financial
    Gaithersburg, MD
  • 11/2024 → 03/2025
    Unemployed
    Fallston, MD
Previous Registrations
  • 2022-04-07 → 2023-12-05
    Taplin Capital Management, Llc
    Fallston, MD
  • 2003-01-22 → 2003-06-09
    Lincoln Investment
    Voorhees, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-17
S63 Uniform Securities Agent State Law Examination 2001-08-08
  • S65 Uniform Investment Adviser Law Examination
    2003-01-17
  • S63 Uniform Securities Agent State Law Examination
    2001-08-08
Designations

View on SEC IAPD

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ANITA ACEVEDO
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I SHIUAN LEE
Yu-Huang Lee

Other Offices

SHERMAN WEALTH MANAGEMENT LLC · GAITHERSBURG, MD
PRIVATE CLIENT SERVICES, LLC · Gaithersburg, MD
COMMONWEALTH FINANCIAL NETWORK · Gaithersburg, MD
PFS INVESTMENTS INC. · GAITHERSBURG, MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · GAITHERSBURG, MD
CHARLES SCHWAB & CO., INC. · Gaithersburg, MD
WELLS FARGO CLEARING SERVICES, LLC · GAITHERSBURG, MD
SERENE FINANCIAL SOLUTIONS · GAITHERSBURG, MD

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