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Maxine Dara Shevlin

Rtd Financial Advisors Inc

Philadelphia, PA

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Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-01
  • PA RA
    APPROVED
    Since 2025-10-01

Branch Locations

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • 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
Wms Partners, Llc Towson MD 02/2018 05/2019
Nordstrom Towson MD 06/2017 09/2017
Student Columbia MD 03/2011 04/2017
Student Towson MD 11/2017 02/2018
5800 Boardwalk Condominiums Ventnor NJ 05/2015 09/2016
Wms Partners Towson MD 07/2019 02/2022
Rtd Financial Advisors Inc Philadelphia PA 10/2025 Present
Rtd Financial Advisors Inc Philadelphia PA 03/2022 09/2025
  • 02/2018 → 05/2019
    Wms Partners, Llc
    Towson, MD
  • 06/2017 → 09/2017
    Nordstrom
    Towson, MD
  • 03/2011 → 04/2017
    Student
    Columbia, MD
  • 11/2017 → 02/2018
    Student
    Towson, MD
  • 05/2015 → 09/2016
    5800 Boardwalk Condominiums
    Ventnor, NJ
  • 07/2019 → 02/2022
    Wms Partners
    Towson, MD
  • 10/2025 → Present
    Rtd Financial Advisors Inc
    Philadelphia, PA
  • 03/2022 → 09/2025
    Rtd Financial Advisors Inc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16
Designations

View on SEC IAPD

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GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
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BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
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