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1301 York Road Suite 103, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
| MD | RA | APPROVED | 2024-03-19 |
Branch Locations
1301 York Road Suite 103, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Towson | MD | 12/2010 | 03/2017 |
| Financial Dimensions Inc. | Lutherville | MD | 03/2024 | Present |
| First Financial Of Md Fcu | Sparks | MD | 03/2017 | Present |
1. FIRST FINANCIAL OF MD FCU, Sparks, MD; investment related; FEDERALLY CHARTED CREDIT UNION, ACCEPTING NCUA INSURED DEPOSITS, LENDING MONEY TO CREDIT UNION MEMBERS; CHIEF INVESTMENT OFFICER; Started: 3/2017; HOURS ARE IN EXCESS OF 50 PER MONTH, during securities hours; MANAGE THE FIRM'S SUBSTANTIAL FIXED INCOME PORTFOLIO. ///// 2. NAME OF ORG: FINANCIAL MANAGERS SOCIETY, MARYLAND CHAPTER.IS THIS A MUNICIPALITY? NO; ADDRESS: NONE; NATURE OF BUSINESS: EDUCATION; ARE YOU AN OWNER: NO; BRIEF DESCRIPTION OF DUTIES: ORGANIZATION AMNAGEMENT, EVENT PLANNING ETC.; NUMBER OF HOURS OF INVOLVEMENT: 2-3 PER WEEK NORMALLY 3. I WORK AS A VOLUNTEER FOR FIRST FINANCIAL FEDERAL CREDIT UNION ABOUT 3 TO 5 HOURS PER MONTH. I ATTEND MONTHLY 1 HOUR MEETINGS TO REVIEW ANNUAL STRAT SESSIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-15 |
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