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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-24
  • MD RA
    APPROVED
    Since 2025-01-24

Branch Locations

201 International Circle Suite 100, Hunt Valley, MD 21030 • 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
New Century Advisors Chevy Chase MD 09/2014 06/2022
Campbell Wealth Management Alexandria VA 06/2022 06/2023
Lincoln Financial Advisors Hunt Valley MD 06/2023 01/2025
Osaic Wealth, Inc. Hunt Valley MD 01/2025 Present
  • 09/2014 → 06/2022
    New Century Advisors
    Chevy Chase, MD
  • 06/2022 → 06/2023
    Campbell Wealth Management
    Alexandria, VA
  • 06/2023 → 01/2025
    Lincoln Financial Advisors
    Hunt Valley, MD
  • 01/2025 → Present
    Hunt Valley, MD
Previous Registrations
  • 2024-03-08 → 2025-01-24
    Osaic Fa, Inc.
    Hunt Valley, MD
  • 2022-06-14 → 2023-08-04
    Campbell Wealth Management, Inc.
    Alexandria, VA
Other Businesses

1. MALLER WEALTH ADVISORS POSITION: Director of Investments NATURE: MWA is my employer. All business related activity is conducted through MWA and cleared through our B/D Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2023 ADDRESS: 201 International Circle, #100, Hunt Valley MD 21030, United States DESCRIPTION: See MWA website for details.

Designations

View on SEC IAPD

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