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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
307 International Circle Suite 390, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultant | Hunt Valley | MD | 09/2013 | Present |
| Lincoln Financial Advisors | Lutherville | MD | 12/2013 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) STEPHEN MERRILL 307 INTERNATIONAL CIRCLE STE 390 HUNT VALLEY, MD CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PROPERTY AND CASUALTY INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 12/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 160 START DATE: 08/11/2025 ADDRESS: 307 INTERNATIONAL CIR, 390, COCKEYSVILLE MD 21030, United States DESCRIPTION: APG Payout with Heritage Financial Consultants, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-04 |
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