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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-08 |
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
8219 Leesburg Pike Suite 200, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gorfine Schiller & Gardyn | Owings Mills | MD | 07/1994 | Present |
| Lincoln Financial Advisors | Owings Hills | MD | 11/2012 | 01/2025 |
| Osaic Wealth, Inc. | Vienna | VA | 01/2025 | Present |
1)ALAN SPERO/GORFINE, SCHILLER AND GARDYN, PA, 10045 RED RUN BOULEVARD, OWINGS, MD. CPA. NOT INVESTMENT RELATED, PARTNER, PROVIDES CPA AND TAX SERVICES, STARTED ON 07/1984 WORKING 175 HPM 130 DURING TRADING HOURS. 2)GORFINE, SCHILLER & GARDYN, PA / ALAN SPERO, CPA, 10045 RED RUN BLVD., SUITE 250, OWINGS MILLS, MD 21117 CATEGORY: CPA (APPROVED CPA PROGRAM) INVESTMENT-RELATED: NO TITLE: CPA DUTIES: OFFER CPA SERVICES START DATE: 09/1991 HOURS PER MONTH: 220 HOURS PER MONTH DURING TRADING HOURS: 210 3)ALAN SPERO, 10045 RED RUN BLVD., OWINGS MILLS MD 21117 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT & HEALTH INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 12/2013 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-16 |
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