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James Frederick Francis

Sc&H Wealth

Hunt Valley, MD

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Current Employers
Sc&H Wealth

226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-03-24
  • MD RA
    APPROVED
    Since 2023-03-24

Branch Locations

226 Schilling Circle Ste 300, Hunt Valley, MD 21031 • 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
Sc&H Financial Advisors, Inc. Sparks MD 09/2022 10/2024
University Of South Carolina Columbia SC 08/2018 05/2022
Sc&H Financial Advisors, Inc. Sparks MD 06/2021 08/2021
Rehoboth Beach Patrol Rehoboth Beach DE 05/2020 08/2020
Zombie Coffee And Donuts Columbia SC 08/2019 09/2019
Lake Champion - A Young Life Camp Glen Spey NY 05/2019 06/2019
Rehoboth Beach Patrol Rehoboth Beach DE 05/2018 08/2018
Calvert Hall College High School Baltimore MD 08/2014 05/2018
Rehoboth Beach Patrol Rehoboth Beach DE 05/2017 09/2017
Fallston Swim Club Fallston MD 05/2016 09/2016
Unemployed Lutherville-Timonium MD 06/2022 08/2022
Sc&H Financial Advisors, Inc. Hunt Valley MD 10/2024 Present
  • 09/2022 → 10/2024
    Sc&H Financial Advisors, Inc.
    Sparks, MD
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 06/2021 → 08/2021
    Sc&H Financial Advisors, Inc.
    Sparks, MD
  • 05/2020 → 08/2020
    Rehoboth Beach Patrol
    Rehoboth Beach, DE
  • 08/2019 → 09/2019
    Zombie Coffee And Donuts
    Columbia, SC
  • 05/2019 → 06/2019
    Lake Champion - A Young Life Camp
    Glen Spey, NY
  • 05/2018 → 08/2018
    Rehoboth Beach Patrol
    Rehoboth Beach, DE
  • 08/2014 → 05/2018
    Calvert Hall College High School
    Baltimore, MD
  • 05/2017 → 09/2017
    Rehoboth Beach Patrol
    Rehoboth Beach, DE
  • 05/2016 → 09/2016
    Fallston Swim Club
    Fallston, MD
  • 06/2022 → 08/2022
    Unemployed
    Lutherville-Timonium, MD
  • 10/2024 → Present
    Sc&H Financial Advisors, Inc.
    Hunt Valley, MD
Other Businesses

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. 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. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14

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