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Current Employers
The Marshall Financial Group Llc

225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-07-31
TX RA APPROVED 2020-11-20
  • MD RA
    APPROVED
    Since 2023-07-31
  • TX RA
    APPROVED
    Since 2020-11-20

Branch Locations

225 Schilling Circle Suite 295, Hunt Valley, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1987 → Present
    Community College Of Baltimore County
    Baltimore, MD
  • 06/2015 → 08/2020
    Securities Service Network, Inc.
    Hunt Valley, MD
  • 05/2015 → Present
    Hunt Valley, MD
  • 03/2018 → 08/2020
    Ssn Advisory, Inc.
    Hunt Valley, MD
  • 08/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2015 → Present
    Marshall Financial Group
    Hunt Valley, MD
Previous Registrations
  • 2018-03-13 → 2020-08-14
    Ssn Advisory, Inc.
    Hunt Valley, MD
Other Businesses

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;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-20
  • S63 Uniform Securities Agent State Law Examination
    2015-06-20
Designations
Other Names
  • Sheryl Diane Fitch
  • Sheryl Diane Fitch

View on SEC IAPD

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