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Clarksville, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-14 |
| MD | RA | APPROVED | 2022-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Group Llc | Sand Diego | CA | 03/2016 | 10/2018 |
| Td Ameritrade | Clarksville | TX | 11/2018 | 09/2021 |
| Malnik Wealth Management, Llc | Clarksville | MD | 09/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | Present |
1) Malnik Wealth Management, LLC. Investment Related. Located at 12125 Sudbury Ct., Clarksville, MD, 21029. Nature - RIA. Position - Investment Advisor. Start - 09/2021. 160 hours per month, all during trading hours. Duties - Soliciting prospect clients, managing client accounts, investment advice and account management. 2) PKS Financial. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Fixed/ Traditional Insurance. Position - Agent. Start - 3/2022. 20 hours per month, all during trading hours. Duties - Sales of Fixed/ Traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-03 |
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