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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-12 |
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 |
|---|---|---|---|---|
| Merrill Edge | Hunt Valley | MD | 06/2022 | 12/2023 |
| Victor Insurance Managers | Bethesda | MD | 06/2021 | 03/2022 |
| Tompkins Financial Corporation | Ithaca | NY | 06/2020 | 08/2020 |
| Purity Ice Cream Company | Ithaca | NY | 06/2013 | 08/2020 |
| Bard College | Annandale-On-Hudson | NY | 08/2018 | 05/2022 |
| Pomfret School | Pomfret | CT | 08/2015 | 05/2018 |
| Merrill Edge | Baltimore | MD | 12/2023 | 05/2024 |
| Farther Finance Advisors | San Francisco | CA | 05/2024 | 08/2025 |
| Bank Of America Merrill Lynch | Hunt Valley | MD | 06/2022 | 05/2024 |
| Marshall Financial Group | Hunt Valley | MD | 09/2025 | Present |
| The Marshall Financial Group Llc | Hunt Valley | MD | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
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