Toni Eileen Whaley

Current Employers

Employment History

• 06/2004 → Present
  New Spirit Com. Church
  Ellicott City, MD
• 05/2008 → Present
  Planmember Securities Corporation
  Carpineria, CA
• 08/2013 → Present
  Paladin Advisor Group
  Columbia, MD
• 10/2020 → Present
  Fps 5626 Ashbourne, Llc
  Columbia, MD
• 07/2023 → Present
  Chartwell Business Park Association
  Elkridge, MD

Previous Registrations

• 2006-12-08 → 2008-05-15
  Lincoln Investment
  Rockville, MD
  Gaithersburg, MD

Other Businesses

(1) WHALEY FINANCIAL , INC. DBA WHALEY FINANCIAL SERVICES. 8178 Lark Brown Rd.Suite 201,Elkridge, MD 21075. START DATE 03/2009; 160 HR MO/ 160 TD HRS: HEALTH INSURANCE FOR GROUP AND INDIVIDUAL 5 HOURS/MO 5 TRADING. IR (2) LEGAL SHIELD- . 8178 Lark Brown Rd.Suite 201,Elkridge, MD 21075. ASSOCIATE -IDENTITY PROTECTION & RESTORATION/LEGAL SERVICES; START 12/2009; CURRENTLY USED FOR MYSELF, BUT CAN OFFER TO CLIENTS IF NEED FITS; 5-10HRS MO/5-1 TRADING HOURS. NIR (3) JONI & FRIENDS CAMPS; 30009 LADYFACE CT. AGOURA HILLS, CA 91301 TITLE WORSHIP LEADER- MINISTRY;- SUMMER ACTIVITIES ; START 06/2001 ; 3 WEEKS PER YEAR. 20 HOURS/5 HOURS NIR. (4) ENERGY SAVERS OF IGNITE- 8700 HUGO CT, COLUMBIA, MD 21046. START 7/2011: DISTRIBUTOR/ASSOCIATE- 0HRS MTH BUS: 0HRS/MTH 0 DURING TRADING ; NIR (5) SEND OUT CARDS; 8700 HUGO CT, COLUMBIA, MD 21046 CARD SUPLIER/DISTRIBUTOR; START 1/2009; COMPENSATION IS DISCOUNT ON PRODUCTS. 0 HOURS/0 TRADING. NIR (6) HERBALLIFE; 8700 HUGO CT, COLUMBIA, MD 21046 START 9/2009; DISTRIBUTOR; SUPPLEMENTAL MEAL REPLACEMENT PRODUCTS; RECEIVE 25% DISCOUNTS ON PRODUCTS. 0 HOURS/0 DURING TRADING. NIR (7) HOWARD COUNTY BOARD OF ELECTIONS: ELECTION JUDGE - 9770 PATUXENT WOODS DR SUITE 200, COLUMBIA MD, 21046 START 1/2/2012; 12 HOURS/MO. BUS:8 HRS/MTH DURING TRADING HRS; EVERY TWO YEARS, NIR (8)PALADIN ADVISOR GROUP AND PLANMEMBER FINANCIAL SERVICES CENTER;8178 Lark Brown Rd.Suite 201,Elkridge, MD 21075; OWNER AND VICE PRESIDENT;START DATE: 8/15/2013; NATURE OF BUS: FULL SERVICE FINANCIAL PLANNING PRACTICE - OFFERING PM PLATFORM PRODUCTS TO THE METRO AREA EMPLOYERS, LIFE AND HEALTH INSURANCE FOR INDIVIDUALS AND GROUPS, VETERAN PLANNING; INVESTMENT RELATED; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS; 175; APPROX. NO. OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HRS: 175; (9)ISAGENIX-8700 HUGO CT. COLUMBIA, MD 21046; NOT INVESTMENT RELATED; 10/20/2014;HEALTH/ENERGY DRINKS ;CONSULTANT ; HOURS/MONTH DEVOTED TO THIS BUSINESS:5 ;. NUMBER OF HOURS/MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS:0. (10)TONI WHALEY;8700 HUGO CT. COLUMBIA, MD 21046;.START DATE: 12/22/2014;INVESTMENT RELATED; REAL ESTATE PURCHASING, REFURBISHING, AND SELLING BUS:PARTNER;10NUM OF HRS/MTH DEVOTED TO THIS BUS. DURING TRADING HOURS:1 (11)FPS 5626 ASHBOURNE, LLC; 8700 Hugo Ct., Columbia MD 21046, United States; START DATE: 10/30/2020; General Partner; holding company for rental property; NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0; NIR (12)NTSA President; 2101 Wilson Blvd, Ste. 700 Arlington VA 22201; START DATE: 01/01/2024; President; provide leadership in meetings, workshops, and other activities of the NTSA to help advocate and educate on behalf of the American Retirement Association for the Supplemental Retirement Savings Plans in k-12, non-profit, Governmental and other such types of plans.; 10 hrs/mo; 10 hrs/mo during trading; NIR (13)CHARTWELL BUSINESS PARK ASSOCIATION; 2800 Quarry Lake Drive, Suite 340, Baltimore MD 21209; START DATE: 07/24/2023; President of the Board; Conduct monthly meetings, lead and engage fellow owners, and assist in decision making for the benefit of the business park. This is the owners association for the office park in which the registered person owns their branch office.; 5 hrs/mo; 5 hrs/mo during trading; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-06
• S63 Uniform Securities Agent State Law Examination
  2006-04-08

Other Names

• Toni Eileen Kumer