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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2018-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| National Life Of Vermont | Montpelier | VT | 05/1999 | Present |
| Equity Services, Inc. | Broomall | PA | 05/1999 | 08/2018 |
| Beaver Run Rentals, Llc | Berlin | MD | 09/2015 | Present |
| Big Poppy Properties, Llc | Berlin | MD | 10/2013 | Present |
| C.J.'S Bridge House, Llc | Berlin | MD | 05/2015 | Present |
| C&K Properties, Llc | Bishopville | MD | 12/2003 | Present |
| Central Pa Properties, Llc | Berlin | MD | 03/2015 | Present |
| Island Properties | Berlin | MD | 06/2016 | Present |
| Key Advisors Group Of Maryland, Llc | Berlin | MD | 01/2006 | Present |
| Key Advisor Services | Berlin | MD | 04/2018 | Present |
| Macbar, Llc | Berlin | MD | 05/2010 | Present |
| Ocean City Limos, Llc | Berlin | MD | 02/2015 | Present |
| Ocean Wave, Llc | Berlin | MD | 04/2016 | Present |
| Stalker Offshore Charters, Llc | Berlin | MD | 09/2016 | Present |
| Triple Play Mid Atlantic, Llc | Glastonbury | CT | 07/2014 | Present |
| Mbm Homes, Llc | Berlin | MD | 08/2018 | Present |
| Retirement Wealth Advisors, Inc. | Berlin | MD | 08/2018 | Present |
(1) BEAVER RUN RENTALS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE; BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 09/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES. (2) BIG POPPY PROPERTIES, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; STARTED 10/2013; 4 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES. (3) C.J.'S BRIDGE HOUSE, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 05/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES. (4) C&K PROPERTIES, LLC; NON INVESTMENT RELATED; 12529 DAYE GIRLS ROAD, BISHOPVILLE, MD 21813; REAL ESTATE RENTALS; CO OWNER; STARTED 12/2003; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES. (5) CENTRAL PA PROPERTIES. LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; OWNER; STARTED 03/2015; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES. (6) ISLAND RENTALS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 06/2016; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES. (7) KEY ADVISORS GROUP OF MARYLAND, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; INSURANCE SALES; PRESIDENT; STARTED 01/2006; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES. (8) KEY FINANCIAL SERVICES; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND; OWNER; STARTED 04/2018; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND, LLC. (9) MACBAR, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 05/2010; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PARTNER IN RENTAL PROPERTIES. (10) NATIONAL LIFE GROUP; NON INVESTMENT RELATED; ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604; FIXED INSURANCE SALES; AGENT; STARTED 05/1999; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT FOR NATIONAL LIFE INSURANCE COMPANY TO SELL FIXED LIFE INSURANCE AND ANNUITIES. (11) OCEAN CITY LIMOS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE; CAR RENTAL; PARTNER; STARTED 02/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF LLC WHICH RENTS LIMOS. (12) OCEAN WAVE 7, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; OWNER; STARTED 04/2016; 3 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES. (13) STALKER OFFSHORE CHARTERS, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; FISHING CHARTER BOAT; OWNER; STARTED 09/2016; 1 HOUR/MONTH DEVOTED/ 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF VESSEL THAT CONDUCTS FISHING BOAT CHARTERS. (14) TRIPLE PLAY MIDATLANTIC, LLC; NON INVESTMENT RELATED; 624 HEBRON AVENUE, BUILDING 3, GLASTONBURY, CT 06033; FIXED INSURANCE SALES; PARTNER; 07/2014; 8 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT FOR FIXED LIFE, ANNUITY AND LTC THROUGH MULTIPLE CARRIERS. (15) MBM Homes, LLC, non investment related. 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 08/2018; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PARTNER IN RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-04 |
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