Andrew Joseph Mcfarland

Current Employers

Employment History

• 07/2011 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 03/2021 → 04/2021
  P.J. Robb Variable Corp.
  Dana Point, CA
• 03/2021 → 04/2021
  Crump Life Insurance Services
  Harrisburg, PA
• 04/2021 → 01/2023
  First Republic Securities Company, Llc
  Newport Beach, CA
• 04/2021 → 01/2023
  First Republic Investment Management, Inc
  Newport Beach, CA
• 01/2023 → Present
  The Leaders Group Inc
  Summit, NJ
• 01/2023 → Present
  Bka
  Summit, NJ

Previous Registrations

• 2021-04-21 → 2023-01-12
  J.P. Morgan Private Wealth Advisors Llc
  Newport Beach, CA
• 2011-12-23 → 2021-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Laguna Hills, CA
  New York, NY
  Laguna Hills, CA
  Irvine, CA
  Laguna Niguel, CA
  New York, NY
  Duluth, GA
  Hartford, CT
  Boston, MA
  Westborough, MA
  Charlotte, NC

Other Businesses

1.) BKA FINANCIAL - 1/10/2023 - 475 Springfield Avenue, Summit, NJ 07901 - Insurance sales, Implementation of life insurance solutions for risk management, protection, and accumulation, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 1/30/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) SIMPLICITY GROUP - 3/31/2026 - 475 Springfield Avenue, Summit, NJ 07901 - Insurance sales, Implementation of life insurance solutions for risk management, protection, and accumulation, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2011-12-22
• S65 Uniform Investment Adviser Law Examination
  1998-12-18
• S63 Uniform Securities Agent State Law Examination
  1992-01-23

Other Names

• Drew Mcfarland
• Mc Farland Andrew
• Mc Farland Drew
• Drew J. Mcfarland
• Andrew Joseph Mcfarland
• Andrew Mcfarland