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Current Employers
The L. Warner Companies, Inc

9690 Deereco Road Suite 650, Timonium, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-02
TX RA APPROVED 2015-12-15
MD RA APPROVED 2004-03-26
  • LA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2015-12-15
  • MD RA
    APPROVED
    Since 2004-03-26

Branch Locations

9690 Deereco Road Suite 650, Timonium, MD 21093 • United States

9690 Deereco Road Suite 650, Timonium, MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The L. Warner Companies Inc Timonium MD 04/1994 Present
M Holdings Securities, Inc. Portland OR 10/2006 Present
Other Businesses

1) THE L. WARNER COMPANIES. INC.; 9690 DEERECO ROAD SUITE 650, TIMONIUM, MD 21093; 01/2007; EXECUTIVE VP & CIO; MEMBER FIRM ACTIVITIES RELATED TO INSURANCE AND INVESTMENTS; INVESTMENT RELATED; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY/TIPS. 2) TAXSERVE, LLC- OWNER, TAX PRACTICE, NOT AN INVESTMENT BUSINESS. 4600 POPLAR CREEK COURT, ELLICOTT CITY, MD 21043. THIS IS NO MORE THAN 10% OF MY TIME. ANY INVESTING OPPORTUNITIES ARE REFERRED TO THE L. WARNER COMPANIES, MY CURRENT EMPLOYER. 3) BARNETT-SEARING NATIONAL CANCER FOUNDATION, INC.; WWW.BARNETTSEARINGNCF.ORG; 2002; CHAIRMAN - INVESTMENT COMMITTEE; DEVELOP INVESTMENT POLICY AND OVERSEE SELECTION OF INVESTMENT ADVISORS FOR CHARITY'S ENDOWMENT; NOT INVESTMENT RELATED; 1 HOUR PER MONTH; NO FORM OF COMPENSATION. 4) TRINITY SCHOOL; WWW.TRINITYSCHOOLMD.ORG; 6/1/2016; MEMBER-BOARD OF TRUSTEES; SERVE ON BOARD OF DIRECTORS FOR A PRIVATE SCHOOL; NOT INVESTMENT RELATED; 3-5 HOURS PER MONTH; NO FORM OF COMPENSATION. 5) CARSON SCHOLAR'S FUND, INC.; WWW.CARSONSCHOLARS.ORG; 2002; MEMBER FINANCE COMMITTEE; DEVELOP INVESTMENT POLICY AND OVERSEE SELECTION OF INVEST ADVISORS FOR CHARITY'S ENDOWMENT; NOT INVESTMENT RELATED; 3-5 HOURS A MONTH; 2-3 HOURS DURING BUSINESS HOURS; NO FORM OF COMPENSATION. 6) THE O'BOYLE CRT; 10 HACIENDA CABALLERO SANTA FE, NM 87506; CHARITABLE TRUST; INVESTMENT RELATED; INDEPENDENT TRUSTEE; SERVE AS INDEPENDENT TRUSTEE/CO-TRUSTEE; 03/10/2023; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-04-22
  • S66 Uniform Combined State Law Examination
    1997-04-22
Designations
Other Names
  • Ed Killinger

View on SEC IAPD

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