Harvey Clifford Byrd

Current Employers

Employment History

• 10/2008 → 05/2018
  Massmutual Life Insurance Company
  Hunt Valley, MD
• 01/2008 → 06/2018
  Mml Investors Services Inc
  Hunt Valley, MD
• 06/2018 → Present
  Lombard Securities Incorporated
  Baltimore, MD
• 06/2018 → Present
  Lombard Advisers Incorporated
  Baltimore, MD

Previous Registrations

• 2009-02-27 → 2018-06-05
  Mml Investors Services, Llc
  Hunt Valley, MD
• 2006-08-17 → 2008-12-31
  Court Place Advisors Llc
  Ellicott City, MD

Other Businesses

1. DBA: Byrd Wealth Management; Beginning 5/2023; 2. Agent; Insurance Sales - Life, Disability and Long-Term Care. 50% of time spent on Insurance/50% of time spent on investment side. 3. Investment Committee Member, Odyssey School ( 3257 Bridle Ridge Ln, Timonium, MD 21093); volunteer position commencing on May 4, 2026. Annual commitment of 8)hours per year (4 meetings per year - 2 hours per meeting).

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-28
• S65 Uniform Investment Adviser Law Examination
  2006-08-09

Other Names

• Hc Byrd