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9690 Deereco Road Suite 650, Timonium, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-12 |
Branch Locations
9690 Deereco Road Suite 650, Timonium, MD 21093 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The L. Warner Companies, Inc. | Timonium | MD | 07/2016 | Present |
| M Holdings Securities, Inc. | Portland | OR | 08/2016 | Present |
1)The L. Warner Companies, Inc. - Timonium, MD; 9690 Deereco Rd STE 650 Timonium MD 21093; 7/28/16; President & Chief Marketing Officer; Marketing, sales, internal management of firm; Invest related - Act as an IAR rep for the firm's independent RIA; 40+ hrs/month - 40+ hrs/business; Also participate in fixed insurance sales and have management responsibilities for the firm; Compensation includes wages, commissions, expense reimbursement and firm profits. 2) TIMONIUM METHODIST CHURCH; 2300 Pot Spring Rd, Timonium, MD 21093; Church; Investment Related; Board Member; Finance Committee; 09/01/2017; 3 hrs/month; 0 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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