Best Investors
Account
Sign in
Best Investors
Account
Sign in
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-20 |
| MD | RA | APPROVED | 2015-10-02 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc. | Hunt Valley | MD | 09/2015 | 08/2020 |
| The Marshal Financial Group Llc | Hunt Valley | MD | 09/2015 | Present |
| Ssn Advisory, Inc. | Hunt Valley | MD | 03/2018 | 08/2020 |
| Purshe Kaplan Sterling Investments - Ap | Albany | NY | 08/2020 | Present |
1) The Marshall Financial Group LLC. Investment related. At registered location. RIA. Investment Advisor Representative. 9/2015. 140 hrs/mnth. 140 hrs/trading hrs. Client reviews, managing investment portfolios and providing investment advice. __ 2) Fixed Insurance - Investment Related - at same location as registered address. Fixed Insurance Sales - Agent - 9/2015. 1hr/1trading hour a month. Occasionally selling and giving advice relating to fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-19 |
Reach out to this advisor