Larry Michael Whaley

Current Employers

Employment History

• 05/2008 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2013 → Present
  Paladin Advisor Group
  Columbia, MD
• 07/2002 → Present
  Joni And Friends
  Agoura Hills, CA
• 10/2020 → Present
  Fps 5626 Ashbourne, Llc
  Columbia, MD

Previous Registrations

• 1991-06-17 → 2008-05-15
  Lincoln Investment
  Gaithersburg, MD
  Rockville, MD

Other Businesses

WHALEY FINANCIAL SERVICES (WFS), INC.DBA; 8178 Lark Brown Rd. Ste 201 Elkridge, MD 21075; START 2/11; 160 HR/MO.TD HRS)INDEPENDENT INSURANCE AGENT. IR 2)WORSHIP MUSIC LEADER; 8700 HUGO CT. COLUMBIA MD 21046 LEADING MUSIC AT A CAMP FOR FAMILIES AFFECTED BY DISABILITY;COLUMBIA MD;START DATE: 6/1/2011 NON-PROFIT RELIGIOUS ORGANIZATION;10#OF HRS/MTH DEVOTED TO THIS BUS.:0#OF HRS/MTH BUS DURING TRADING HOURS:NIR 3)PALADIN ADVISOR GROUP AND PLANMEMBER FINANCIAL CENTER; 8178 Lark Brown Rd. Ste 201, Elkridge, MD 21075; PRESIDENT AND OWNER ;START DATE:8/15/2013; NATURE OF BUS:FULL SERVICE FINANCIAL PLANNING FIRM OFFERING PM PLATFORM PRODUCTS IN THE METRO AREA MARKET, HEALTH AND LIFE INSURANCE; INVESTMENT RELATED; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS: 175; APPROX. NO OF HRS/MOS DEVOTED TO THIS BUS DURING TRADING HRS: 175 4)Joni and Friends; 30009 Ladyface Ct Agoura Hills CA 91301; Worship Leader; Ministry; Start Date 7/1/2002; 10 hrs/mo; 0 hrs/mo during trading; NIR 5)FPS 5626 ASHBOURNE, LLC; 8700 Hugo Ct., Columbia MD 21046, United States; Start date 10/30/2020; General Partner; holding company for rental properties; NUMBER OF HOURS: 8 SECURITIES TRADING HOURS; NIR

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-30
• S63 Uniform Securities Agent State Law Examination
  1987-08-11

Designations

Other Names

• Mike Whaley
• L. Mike Whaley