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Current Employers
Mclean Asset Management Corp.

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-04
VA RA APPROVED 2021-07-12
  • MD RA
    APPROVED
    Since 2024-09-04
  • VA RA
    APPROVED
    Since 2021-07-12

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Reisterstown, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2013 → 03/2020
    Side Sessions
    Reisterstown, MD
  • 06/2015 → 07/2021
    Cetera Advisors Llc
    Denver, CO
  • 07/2021 → Present
    Mclean Asset Management Corporation
    Tysons, VA
Previous Registrations
  • 2015-06-17 → 2021-07-09
    Cetera Advisors Llc
    Reisterstown, MD
    Baton Rouge, LA
    Reisterstown, MD
  • 2014-06-12 → 2015-07-01
    Baltimore, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-12
  • S66 Uniform Combined State Law Examination
    2014-06-12
Designations

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