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226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-13 |
| MD | RA | APPROVED | 2022-01-10 |
| VA | RA | APPROVED | 2022-01-10 |
Branch Locations
226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berman Mcaleer | Timonium | MD | 04/2016 | 12/2021 |
| Sc&H Financial Advisors, Inc. | Hunt Valley | MD | 01/2022 | Present |
1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. JUDITH BROWN IS A PRINCIPAL OF SC&H GROUP. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // PRINCIPAL SINCE 2022 // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // DUTIES INCLUDE THE GENERAL MANAGEMENT AND COORDINATION OF THE FIRM'S BUSINESS ACTIVITIES. 2) LICENSED INSURANCE AGENT // INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SALE OF INSURANCE-RELATED PRODUCTS // AGENT // HOURS AS NEEDED IN COURSE OF NORMAL BUSINESS, MOST OF WHICH WILL BE DURING TRADING HOURS // DUTIES INCLUDE MAINTAINING APPOINTMENTS WITH CARRIERS AND THE SALE OF INSURANCE PRODUCTS TO CLIENTS WHERE APPROPRIATE. 3) MACPA PERSONAL FINANCIAL PLANNING COMMITTEE // NOT INVESTMENT RELATED // 901 DULANEY VALLEY ROAD, #800; TIMONIUM, MD 21204 // CPA RESOURCE // COMMITTEE MEMBER // RELATIONSHIP: VOLUNTEER // START MAY 2021// 2 HOURS PER MONTH // 2 HOURS PER MONTH DURING TRADING HOURS // DUTIES INCLUDE ATTENDING MEETINGS AND EVENTS. 4) Lake Forest Community HOA; Non-Investment Related; 1672 Lake Ridge Court, Maryland, 21048; HOA Board; Treasurer/Secretary; Community Member; Approx Hours Devoted Monthly 2; 0 devoted hours during securities trading; Meets with board members, approves annual budgets, and pay management company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-17 |
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