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1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-04 |
| VA | RA | APPROVED | 2021-07-12 |
Branch Locations
1900 Gallows Road Suite 350, Tysons, VA 22182 • United States
Reisterstown, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Side Sessions | Reisterstown | MD | 11/2013 | 03/2020 |
| Cetera Advisors Llc | Denver | CO | 06/2015 | 07/2021 |
| Mclean Asset Management Corporation | Tysons | VA | 07/2021 | Present |
1. McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Licensed Producer; Start Date: July 2021; Approximate Monthly Hours Spent on this Activity: 5; Approximate Monthly Hours Spent on this Activity During Trading Hours: 5; Duties: Point of contact for fixed insurance and annuity products and serves resource for assisting clients of McLean Asset Management in identifying appropriate insurance and annuity products. 2. Name: MLB/Baltimore Orioles; Investment-related: No; Address: 333 West Camden Street, Baltimore, MD 21201; Nature of business: MLB/Baltimore Orioles appearances; Title: Alumni; Start Date: 01/2018; Approximate Monthly Hours Spent on this Activity: 1; Approximate Monthly Hours Spent on this Activity During Trading Hours: 1; Duties: Appearances and autographs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-12 |
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