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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • 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 |
|---|---|---|---|---|
| Mutual Advisors, Llc | Omaha | NE | 07/2013 | 03/2025 |
| The Marshall Financial Group Llc | Phoenix | AZ | 03/2025 | Present |
1. INDEPENDENT INSURANCE AGENT (SUN LIFE FINANCIAL) PO BOX 9106, WESLEY HILLS, MA; AGENT; ONE TRANSACTION A YEAR; NOT-INVESTMENT RELATED. 2. CITY OF PHOENIX CIVIC IMPROVEMENT CORPORATION; 251 W. WASHINGTON ST, 9TH FLOOR, PHOENIX, AZ 85003, BOARD OF DIRECTORS, INVESTMENT RELATED, DIRECTOR, 6 HOURS PER YEAR. 3. DBA BILTMORE ADVISORS, INC., 2415 E. CAMELBACK ROAD SUITE 700 PHOENIX, AZ 85016, INVESTMENT ADVISORY SERVICES/IAR, CLIENT SERVICES, INVESTMENT RELATED, 200 HOURS PER MONTH, 160 HOURS PER MONTH DURING TRADING HOURS. 4. Ferrari Club of America - Monterey Peninsula Chapter, Start Date: 08/2021, PO Box 7547 Carmel, CA 93921, Social Club, Sponsor - Friends of MPC, Sponsorship means business name is listed on the website, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
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