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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-20 |
Branch Locations
201 International Circle Suite 100, Hunt Valley, MD 21030 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| NC | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2025-05-08 |
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
201 International Circle Suite 100, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Hunt Valley | MD | 06/2012 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
MALLER WEALTH ADVISORS 201 INTERNATIONAL CIRCLE, STE 100 HUNT VALLEY, MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERS HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-03-03 |
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