FINANCIAL ADVANTAGE INC
Legal name: FAI WEALTH MANAGEMENT
CRD #104610 SEC #801-31624 COLUMBIA, MD 410-715-9200
SEC Registered
Total AUM
$282.5M
Discretionary
$282.5M
Employees
8
Clients
101
Accounts
672
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | NA | |
| MILLER, JOAN, GOLDSCHMIDT | I | FINANCIAL PLANNER | NA | |
| MILLER, JOAN, GOLDSCHMIDT | I | FINANCIAL PLANNER | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| NORFOLK, CHAD, JOSEPH | I | VP | NA | |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRESIDENT | E | Control |
| MARTIN, J, MICHAEL | I | PRESIDENT | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| MARTIN, J, MICHAEL | I | PRES, CEO, CFO, CLO | E | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/CHAIRMAN | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHAIRMAN | D | Control |
| MARTIN, J, MICHAEL | I | CHIEF INVESTMENT OFFICER | D | Control |
| MARTIN, J, MICHAEL | I | CHAIRMAN | D | Control |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | C | |
| MARTIN, J, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, J, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, J, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, JOHN, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, JOHN, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, JOHN, MICHAEL | I | CHAIRMAN | C | Control |
| MARTIN, JOHN, MICHAEL | I | CHAIRMAN | C | Control |
| PARR, CHRISTOPHER, PAUL | I | SVP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | VP, CCO, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | VP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | VP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | VP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | SVP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | SVP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | SVP, COO | C | Control |
| PARR, CHRISTOPHER, PAUL | I | SVP, COO | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, ANDREW, LEE | I | VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | C | Control |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | B | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, A. | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| DIPPEL, LYN, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | PRINCIPAL | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | PRINCIPAL | B | |
| GROSS, CURTIS, RICHARD | I | TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| GROSS, CURTIS, RICHARD | I | CHIEF INVESTMENT OFFICER/TREASURER | B | |
| NORFOLK, CHAD, JOSEPH | I | VP | B | |
| NORFOLK, CHAD, JOSEPH | I | VP | B | |
| NORFOLK, CHAD, JOSEPH | I | SHAREHOLDER | B | |
| NORFOLK, CHAD, JOSEPH | I | SHAREHOLDER | B | |
| NORFOLK, CHAD, JOSEPH | I | SHAREHOLDER | B | |
| NORFOLK, CHAD, JOSEPH | I | SHAREHOLDER | B | |
| NORFOLK, CHAD, JOSEPH | I | VP/SECRETARY | B | |
| NORFOLK, CHAD, JOSEPH | I | VP | B | |
| NORFOLK, CHAD, JOSEPH | I | VP/SECRETARY | B | |
| NORFOLK, CHAD, JOSEPH | I | VP/SECRETARY | B | |
| NORFOLK, CHAD, JOSEPH | I | VP/SECRETARY | B | |
| NORFOLK, CHAD, JOSEPH | I | VP/SECRETARY | B | |
| NORFOLK, CHAD, JOSEPH | I | VP | B | |
| NORFOLK, CHAD, JOSEPH | I | VP | B | |
| PARR, CHRISTOPHER, PAUL | I | VICE PRESIDENT | B | |
| PARR, CHRISTOPHER, PAUL | I | VICE PRESIDENT | B | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | B | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| SMITH, ANDREW, LEE | I | CHIEF TECHNOLOGY OFFICER/SECRETARY | B | |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| STINSON, MARK, O'NEAL | I | PRESIDENT | B | Control |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| THOMPSON, MARY, JEANNE | I | SENIOR ADVISOR | B | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | A | |
| DIPPEL, LYN, A. | I | CHIEF COMPLIANCE OFFICER, VP | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| SMITH, ANDREW, L | I | CHIEF TECHNOLOGY OFFICER | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| STINSON, MARK, O'NEAL | I | SENIOR ADVISOR | A | |
| THOMPSON, MARY, J | I | SENIOR FINANCIAL ADVISOR | A | |
| THOMPSON, MARY, JEANNE | I | SENIOR FINANCIAL ADVISOR | A |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (12)
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Address
10211 WINCOPIN CIRCLESUITE 220
COLUMBIA, MD 21044-3308
United States
Phone: 410-715-9200