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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-08 |
| NC | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2025-05-09 |
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
201 International Circle Suite 100, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maller Wealth Advisors | Hunt Valley | MD | 09/2016 | 01/2017 |
| Gp Strategies Corporation | Columbia | MD | 12/2013 | 09/2016 |
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 01/2017 | 01/2025 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 01/2025 | Present |
1) MALLER WEALTH ADVISORS, INC. 201 INTERNATIONAL CIRCLE SUITE 100 HUNT VALLEY, MD 21030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, FIXED ANNUITIES, LIFE SETTLEMENTS, LONG-TERM CARE INSURANCE, PROPERTY AND CASUALTY INSURANCE, SERVICE FEE-BASED GROUP BENEFITS, TRADITIONAL LIFE INSURANCE. START DATE: 12/2022 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-12 |
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