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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-06 |
Branch Locations
8840 Stanford Blvd. Suite 4100, Columbia, MD 21045 • United States
Ellicott City, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Wealth Advisors/Massmutual Life Insurance Co. | Ellicott City | MD | 11/2020 | Present |
| Shepherdstown Middle School | Shepherdstown | WV | 08/2017 | 11/2020 |
| Shepherd University | Shepherdstown | WV | 08/2017 | 05/2019 |
| Shepherd University | Shepherdstown | WV | 06/2015 | 05/2019 |
| Mml Investors Services, Llc | Ellicott City | MD | 05/2021 | Present |
| Ny Life Securities Llc. | Vienna | VA | 04/2020 | 10/2020 |
Name: Website Whales LLC, Inv Rel: N Addr: 212 West New Street, Shepherdstown WV 25443, Nature: Website Design, Position: Part Owner, Start: 09/29/2023, No Hr/Mo:90 No Hr/Mo Dur Trading: 0 Duties: Operations, Sales and Marketing Activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-02 |
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