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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-30 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 08/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Baltimore | MD | 07/2021 | 02/2022 |
| Chick-Fil-A | Catonsville | MD | 04/2020 | 08/2020 |
| Amiccis | Baltimore | MD | 06/2019 | 03/2020 |
| Nordstrom Inc | Baltimore | MD | 10/2017 | 09/2019 |
| Towson University | Towson | MD | 08/2016 | 05/2021 |
| Koko Inc | Baltimore | MD | 03/2017 | 12/2017 |
| Jpmorgan Securities Llc | Baltimore | MD | 02/2022 | 07/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 08/2022 | 03/2025 |
| Bank Of America, N.A. | Baltimore | MD | 08/2022 | 03/2025 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 04/2025 | Present |
| The Marshall Financial Group Llc | Hunt Valley | MD | 04/2025 | Present |
| Purshe Kaplan Sterling | Albany | NY | 05/2025 | Present |
1) The Marshall Financial Group, LLC. Investment Related. At registered location. RIA. Financial Advisor. 4/1/2025. 160. 120 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-20 |
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