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Current Employers
The Marshall Financial Group Llc

225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-12
  • MD RA
    APPROVED
    Since 2025-09-12

Branch Locations

225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • 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
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
  • 06/2022 → 12/2023
    Merrill Edge
    Hunt Valley, MD
  • 06/2021 → 03/2022
    Victor Insurance Managers
    Bethesda, MD
  • 06/2020 → 08/2020
    Tompkins Financial Corporation
    Ithaca, NY
  • 06/2013 → 08/2020
    Purity Ice Cream Company
    Ithaca, NY
  • 08/2018 → 05/2022
    Bard College
    Annandale-On-Hudson, NY
  • 08/2015 → 05/2018
    Pomfret School
    Pomfret, CT
  • 12/2023 → 05/2024
    Merrill Edge
    Baltimore, MD
  • 05/2024 → 08/2025
    Farther Finance Advisors
    San Francisco, CA
  • 06/2022 → 05/2024
    Bank Of America Merrill Lynch
    Hunt Valley, MD
  • 09/2025 → Present
    Marshall Financial Group
    Hunt Valley, MD
  • 09/2025 → Present
    Hunt Valley, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
  • S66 Uniform Combined State Law Examination
    2022-11-02
Other Names
  • Denny Lane
  • Denton Penn Lane
  • Denton P Lane
  • Denton Lane

View on SEC IAPD

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