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555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-07-20 |
Branch Locations
10801 Tony Dr. Suite 100, Lutherville Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors, Llc | Baltimore | MD | 02/2008 | 11/2019 |
| Professional Funds Distributor, Llc | King Of Prussia | PA | 01/2010 | 11/2019 |
| Wellesley Asset Management | Wellesley | MA | 11/2019 | 03/2021 |
| Foreside Fund Services, Llc | Wellesley | MA | 01/2020 | 03/2021 |
| Pnc Investments | Baltimore | MD | 06/2021 | 07/2023 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 07/2023 | Present |
1) Meyer Mill, LLC; Investment Related; Fulton, MD; 06/01/2018; Real Estate - Rental Properties - Passive; Partner; Meyer Mill LLC - is a partnership that currently holds 2 rental properties. No compensation is received at this point because all earnings are used for maintenance and pay down of mortgages. Potential for rental income to come in the future; 2 hours per month with 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-11 |
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