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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-02 |
Branch Locations
Timonium Ii Building 1954 Greenspring Drive Suite 700, 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 |
|---|---|---|---|---|
| New York Life Ins. Co. | Towson | MD | 02/1983 | Present |
| Nylife Securities Llc | Towson | MD | 11/1983 | Present |
| Camden Planning Group, Llc | Timonium | MD | 04/2009 | Present |
| Camden Benefits Group, Inc. | Timonium | MD | 08/2001 | 08/2019 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1954 GREENSPRING DRIVE, SUITE 750, TIMONIUM, MD 21093; START DATE: 12/2001; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [USE OF THE DBA NAME CAMDEN PLANNING GROUP, LLC FOR ALL INSURANCE RELATED BUSINESS; 25% OWNERSHIP INTEREST] [Archdiocese of Baltimore-Lay Personnel Retirement Board; 2219 York Rd, Timonium, MD 21093; Start Date: 12/2009; Role/Title: Board Member; Not investment related] [Archdiocese of Baltimore-Investment Committee; 2219 York Rd, Timonium, MD 21093; Start Date: 12/2009; Role/Title: Board Member; Not investment related]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-25 |
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