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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 |
|---|---|---|---|---|
| Maller Wealth Advisors | Hunt Valley | MD | 09/2019 | Present |
| Wells Fargo Bank, Na | Columbia | MD | 06/2018 | 08/2019 |
| Bridgewater College | Bridgewater | VA | 08/2014 | 05/2018 |
| Bridgewater College | Bridgewater | VA | 03/2015 | 12/2017 |
| Bridgewater College | Bridgewater | VA | 08/2015 | 12/2016 |
| Harford Mutual Insurance Company | Bel Air | MD | 05/2017 | 08/2017 |
| Lincoln Financial Advisors | Hunt Valley | MD | 01/2020 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1. MALLER WEALTH ADVISORS (MWA) POSITION: Associate Director NATURE: MWA is my employer. All business related activity is conducted through MWA and cleared through our B/D Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 09/09/2019 ADDRESS: 201 International Circle, Suite 100, Hunt Valley MD 21030, United States DESCRIPTION: See MWA website for details.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-07 |
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