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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-12-17 |
| TX | RA | APPROVED | 2021-12-17 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2021 | Present |
| Marshall Financial Group | Hunt Valley | MD | 08/2021 | Present |
| Lindenwood University | Saint Charles | MO | 08/2016 | 07/2021 |
| Lindenwood University | Saint Charles | MO | 12/2018 | 05/2021 |
| Impaq International Llc | Columbia | MD | 05/2018 | 08/2018 |
| Impaq International Llc | Columbia | MD | 05/2019 | 08/2019 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 12/2021 | Present |
1) Marshall Financial Group. Investment Related. At registered location. RIA. Financial Advisor. 8/2021. Hrs/Month 160 all during trading hours. Contact and meet assigned clients provided by Peter Marshall. 2) PURSHE KAPLAN STERLINE INVESTMENTS; REGISTERED REPRESENTATIVE; ALBANY, NY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-29 |
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