Stephen Craig Mcdermott

Current Employers

Employment History

• 08/2011 → Present
  M&T Securities
  Wilmington, DE
• 01/2025 → Present
  Osaic Wealth, Inc.
  Hunt Valley, MD

Previous Registrations

• 2019-09-03 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Wilmington, DE
  Hunt Valley, MD
• 2011-08-18 → 2019-09-13
  M&T Securities, Inc.
  Wilkes-Barre, PA
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Hockessin, DE
  Wilkes-Barre, PA
  Wilmington, DE
  Buffalo, NY
  Wilkes-Barre, PA
  Wilmington, DE
• 2007-02-16 → 2011-08-29
  Wilmington Brokerage Services Company
  Wilmington, DE
  Baltimore, MD
  Wilmington, DE
  Wilmington, DE
• 2005-02-18 → 2007-02-27
  Wilmington Trust Investment Management
  Wilmington, DE
• 2000-05-26 → 2002-09-11
  Ubs Financial Services Inc.
  Hunt Valley, MD

Other Businesses

1.) HERITAGE FINANCIAL CONSULTANTS LLC 307 INTERNATIONAL CIRCLE STE 200 HUNT VALLEY, MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE START DATE: 08/2019 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2.) PATRIOT DEVELOPMENT LLC 108 COLVARD COURT, FOREST HILL MD CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: PARTNER-GENERAL DUTIES: RENTAL PROPERTY MANAGEMENT START DATE: 05/2006 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 3.) JCA FINANCIAL LLC 1506 BALMORAL DRIVE, BEL AIR MD CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO PAY BUSINESS EXPENSES START DATE: 10/2019 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) TATNALL HIGH SCHOOL 1501 BARLEY MILL ROAD, WILMINGTON DE 19807 CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: COACH DUTIES: COACH DEFENSE FOR THE TATNALL HIGH SCHOOL FOOTBALL TEAM START DATE: 10/2024 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 5 UPDATE

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-15
• S63 Uniform Securities Agent State Law Examination
  1996-07-25

Other Names

• Steve Mcdermott