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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-18 |
| MD | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2004 | 05/2020 |
| Capfinancial Securities, Llc | Raliegh | NC | 06/2020 | 04/2022 |
| Captrust | Raleigh | NC | 06/2020 | 04/2022 |
| Nationwide Investment Services Corporation | Columbus | OH | 11/2024 | 02/2026 |
| T. Rowe Price Investment Services, Inc. | Baltimore | MD | 02/2026 | Present |
| Jfp Ventures, Inc. Dba Huntington Learning Center Of Arizona | Scottsdale | AZ | 04/2022 | Present |
| T. Rowe Price Advisory Services, Inc. | Baltimore | MD | 02/2026 | Present |
--Position: Owner/Executive Director Company/Employer: Jfp Ventures, Inc. Location: Scottsdale, AZ Start Date: 05/01/2022 Hours Devoted Monthly: 10 Hours During Trading Hours: 0 Investment Related: No --Position: Board Member Company/Employer: Coronado Foundation for the Future Location: Scottsdale, AZ Start Date: 06/20/2025 Hours Devoted Monthly: 4 Hours During Trading Hours: 0 Investment Related: No
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
| S65 | Uniform Investment Adviser Law Examination | 2025-01-07 |
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