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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
201 International Circle Suite 100, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bookholders | College Park | MD | 08/2018 | 10/2018 |
| Gibson Landscaping | Lutherville | MD | 05/2017 | 08/2017 |
| University Of Maryland | College Park | MD | 08/2016 | 06/2019 |
| Looney's Lacrosse Club | Lutherville | MD | 06/2015 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 04/2021 |
| T. Rowe Price | Baltimore | MD | 05/2021 | 08/2021 |
| Fis Global | Owings Mills | MD | 08/2021 | 10/2021 |
| Lincoln Financial Advisors | Hunt Valley | MD | 10/2021 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. MALLER WEALTH ADVISORS POSITION: Senior Planning Analyst NATURE: We are operating for Osaic under a different name listed as an OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 10/12/2021 ADDRESS: 201 International Circle, Suite 100, Hunt Valley MD 21030, United States DESCRIPTION: I am working as a registered rep assistant under Osaic Wealth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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