JH
JH

Janis Hofsass

42 Years of Experience
Lutherville, MD
BrokerSells Insurance

Janis Hofsass is a registered investment advisor, based in Lutherville, MD, with 42 years of industry experience.

Location

2333 West Joppa Rd., Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Janis works as a taste tester for McCormicks, spending minimal time on this. She is also an independent insurance agent for various independent insurance agencies, and an advisory representative of a RIA, spending about half her time on these investment-related activities.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2024 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - October 2024 · 3 yrs 6 mos
Grove Point Investments, LLCBroker
October 2017 - October 2024 · 7 yrs
H. Beck, INC.
October 2017 - April 2021 · 3 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2009 - October 2017 · 7 yrs 10 mos
National Planning CorporationBroker
December 1999 - October 2017 · 17 yrs 10 mos
Intersecurities, INC.Broker
April 1997 - December 1999 · 2 yrs 8 mos
Crestar Securities CorporationBroker
January 1997 - March 1997 · 2 mos
Citizens Brokerage Services, INC.Broker
March 1992 - January 1997 · 4 yrs 10 mos
New England Securities CorporationBroker
November 1982 - December 1989 · 7 yrs 1 mo
Foster & CO. Equities, INC.Broker
January 1981 - November 1982 · 1 yr 10 mos
State Registrations16 states
AKCACODCDEFLMAMDNCNHNJNYPASCVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.