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10320 Little Patuxent Pkwy. Suite 930, Columbia, MD 21044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2006-09-08 |
Branch Locations
10320 Little Patuxent Pkwy. Suite 930, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ptc International Portfolio Management, Inc. | Baltimore | MD | 11/2000 | Present |
| Ptc International Inc. | Baltimore | MD | 01/1981 | Present |
Wealthy & Wise, Inc. (South Korea) #1101, IS Biz Tower, 26, Yangpyeong-ro 21-gil Yeongdeungpo-gu, Seoul, Korea, 150-105 Non-investment related, consultancy company for small/mid-size companies in South Korea. Role as a consultant providing ideas and thoughts on business development. Starting as of October 1 2015, devoting 5-10 hours per month during non-business, non-securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-17 |
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