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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-06-24 |
Branch Locations
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Armstrong, Fleming & Moore | Washington | DC | 05/2010 | 09/2016 |
| Congress Wealth Management Llc | Columbia | MD | 05/2021 | 04/2022 |
| Pinnacle Advisory Group, Inc. | Columbia | MD | 09/2016 | 05/2021 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 06/2022 | Present |
1) FINANCIAL PLANNING ASSOCIATION OF MARYLAND, YES, P.O. BOX 20370 TOWSON, MD 21284 UNITED STATES, PROFESSIONAL COMMUNITY, BOARD OF DIRECTORS, 10/2017, 5 HOURS/ MONTH, 0 HOURS/ MONTH DURING TRADING HOURS, PROFESSIONAL DEVELOPMENT, BUSINESS BUILDING FOR FINANCIAL PLANNING PROFESSIONALS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-20 |
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