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Parkton, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2015-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclelland Wesley Wealth Management, Llc | White Hall | MD | 01/2014 | Present |
I AM CURRENTLY EMPLOYED AS A BANK FINANCIAL ADVISOR AND OUR BROKER DEALER IS LPL FINANCIAL. THIS RELATIONSHIP WILL DESOLVE ONCE THIS RIA IS COMPLETELY ESTABLISHED. I ALSO INTEND TO ESTABLISH AN INSURANCE AGENCY THAT WILL BE SEPERATE FROM THIS RIA. IT WILL ACCEPT COMMISSIONS FOR ALL INSURANCE PRODUCTS EXCEPT IT WILL NOT PURCHASE ANY VARIABLE ANNUITIES OR VARIABLE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-29 |
| S66 | Uniform Combined State Law Examination | 2000-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-21 |
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