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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
Branch Locations
Forest Hill, MD • United States
901 Dulaney Valley Road Suite 300, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Lutherville | MD | 05/2017 | 01/2025 |
| Mitsubishi Heavy Industries America | Hunt Valley | MD | 10/2012 | 05/2017 |
| Colt Mechanical Services | Bel Air | MD | 07/2017 | Present |
| Lincoln Financial Advisors | Lutherville | MD | 02/2019 | 01/2025 |
| Osaic Wealth, Inc. | Towson | MD | 01/2025 | Present |
1) JOSHUA SHANTY 901 DULANEY VALLEY RD STE 300TOWSON, MD 21204 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 02/01/2020 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20. 2) COLT MECHANICAL SERVICES, LLC FOREST HILL, MD 21050 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH CONTRACTUAL MECHANICAL ENGINEERING SERVICES ARE OFFERED. START DATE: 07/01/2017 HOURS PER MONTH: 36 HOURS PER MONTH DURING TRADING HOURS: 8.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-02 |
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