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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED | 2020-11-20 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community College Of Baltimore County | Baltimore | MD | 09/1987 | Present |
| Securities Service Network, Inc. | Hunt Valley | MD | 06/2015 | 08/2020 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 05/2015 | Present |
| Ssn Advisory, Inc. | Hunt Valley | MD | 03/2018 | 08/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2020 | Present |
| Marshall Financial Group | Hunt Valley | MD | 05/2015 | Present |
1) 1. The Marshall Financial Group, LLC 2. Investment Related 3. At registered location 4. Registered Investment Advisor 5. Investment Advisor Representative 6. 6/24/2015 7. 145 8. 145 hrs during trading 9. Client meeting, investment news, investment recommendations 2) 1. Community college of Baltimore county 2. Not investment related 3. 800 S. Rolling Rd., Catonsville, MD 21228 4. Community College 5. Associate Professor 6. 09/1987 7. 24 hrs/mo 8. 16 hrs during trading 9. Faculty member teaching management and economics courses to 1st & 2nd year college students in traditional setting and online environment 3) 1. Sheryl Parks 2. Not investment related 3. At registered location 4. Sale and Service of fixed life insurance 5. sales 6. 5/17/2015 7. 1 hr/mo 8. 1 hr during trading 9. recommend and sell fixed life insurance 4) Local Leader; Second Saturday Divorce Workshops; Is the business investment related: No; Location of the business: 225 Schiling Circle Suite 295 Hunt Valley, MD 21031; Description of the business: Monthly educational workshop on divorce. Generic information regarding the financial topics to be addressed in the divorce process.; Responsibilities Duties: Volunteer at monthly educational workshop; Start date with business: 2018-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-20 |
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