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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-10 |
Branch Locations
9710 Monroe St, Cockeysville, MD 21030 • United States
Baltimore, MD • United States
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 |
|---|---|---|---|---|
| Kurland Financial Services | Baltimore | MD | 09/1997 | Present |
| Guardian Life Insurance | New York | NY | 08/1998 | 06/2019 |
| Mml Investors Services, Inc. | Baltimore | MD | 04/1999 | 02/2018 |
| Ohio National Financial Services | Cincinnati | OH | 02/2014 | 06/2019 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2018 | 05/2019 |
| Securian Financial Services Inc | St Paul | MN | 06/2019 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 06/2019 | 08/2023 |
| Securian Capital Of The Chesapeake | Townson | MD | 06/2019 | 02/2026 |
| Mass Mutual | Hunt Valley | MD | 06/1999 | 03/2018 |
| Cetera Wealth Services, Llc | Towson | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Kinnect Advisors | Towson | MD | 08/2023 | Present |
1) NAME OF OTHER BUSINESS: KURLAND FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2000; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA INSURANCE SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 7/1985; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-02 |
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