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4612 Great Oak Road, Rockville, MD 20853 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schaeffer Financial Llc | Rockville | MD | 12/2004 | Present |
1) FIRM: LINCOLN INSTITUTE OF LAND POLICY. INVESTMENT-RELATED: YES. ADDRESS: 113 BRATTLE STREET, CAMBRIDGE, MA 021382. NATURE OF THE BUSINESS: NONPROFIT PRIVATE OPERATING FOUNDATION. POSITION, TITLE, OR RELATIONSHIP: MEMBER, BOARD OF DIRECTORS. START DATE: 09/2024 NUMBER OF HOURS/MONTH: 8-10. NUMBER OF HOURS DURING TRADING HOURS: 1. DESCRIPTION OF DUTIES: PREPARING FOR, ATTENDING AND ACTIVELY PARTICIPATING IN BORD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-11 |
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