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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
30386 Mt. Vernon Road, Princess Anne, MD 21853 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Insurance & Financial Group | Princess Anne | MD | 02/1995 | Present |
| Lincoln Financial Securites Corporation | Princess Anne | MD | 07/2008 | Present |
| Osaic Wealth, Inc. | Princess Anne | MD | 01/2025 | Present |
1) KAREN JILL HALL/LANDMARK REAL ESTATE LLC, PRINCESS ANNE, MD CATEGORY: REAL ESTATE MANAGEMENT, RENTAL OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OWN BUILDING, COLLECT RENT START DATE: 7/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) KAREN JILL HALL/LANDMARK INSURANCE & FINANCIAL GROUP, INC., 30386 MT. VERNON ROAD, PRINCESS ANNE, MD CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT-RELATED: YES TITLE: AGENT/OWNER/PRESIDENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; COMMISSION-BASED GROUP BENEFITS; HEALTH SAVINGS ACCOUNTS START DATE: 2/1995 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 140 3) KAREN JILL HALL, 3201 PALMER LANE, WILLIAMSBURG, VA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT; COMMUNICATE WITH RENTERS; MAINTAIN PROPERTY START DATE: 1/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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