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2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory, Llc | Lutherville | MD | 02/2013 | Present |
Catholic Evidence League 20 Tremblant Ct. Lutherville MD -Treasurer, Exec Board Member 5hrs/month volunteer Owl Creek Partners LLC, 4 E Ohio St. Ste 30 Chicago IL 60611 -Advisory Board for sister-in-law/immediate families family office. provide advice and perspective for decisions such as structure, fee analysis, investment review and family member education. 2 hrs. per week, paid position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
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