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30 East Padonia Road Suite 301, Timonium, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
30 East Padonia Road, Suite 301, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jba Financial Advisors | Timonium | MD | 03/2007 | Present |
REFERRAL BUSINESS FROM ESOT RESOURCES, INC.-INVOLVED IN INSURANCE /SECURITY SALES ONLY. JBA FINANCIAL ADVISORS (BUSINESS ADDRESS) INVESTMENT ADVISORY. INVESTMENT-RELATED. TITLE:IAR. OFFERING INVESTMENT ADVISORY SVCS. START-6/29/07. 80 HRS PER MO ALL DURING TRADING HRS.; JOHN BERZELLINI (BUSINESS ADDRESS) INSURANCE. INVESTMENT-RELATED. AGENT. OFFERING ACCIDENT/HEALTH, DISABILITY AND FIXED ANNUITIES. START-2/2/10. 40 HRS PER MO ALL DURING TRADING HRS.; JOHN BERZELLINI (BUSINESS ADDRESS) INDEX ANNUITIES. INVESTMENT-RELATED. AGENT. OFFERING EQUITY INDEX ANNUITIES. START-1995. 40 HRS PER MO ALL DURING TRADING HRS.; JOHN BERZELLINI & ASSOCIATES (BUSINESS ADDRESS) TAX PREP. NOT INVESTMENT-RELATED. OWNER. OFFERING TAX PREPARATION SERVICES. START-2/2/10. 2 HRS PER MO ALL DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-19 |
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