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2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-19 |
Branch Locations
2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services, Llc | Baltimore | MD | 03/2006 | 06/2021 |
| Legg Mason & Co Llc | Baltimore | MD | 03/2006 | 06/2021 |
| Black Diamond Financial | Towson | MD | 09/2023 | Present |
| Sagamore Ventures | Baltimore | MD | 06/2021 | 04/2022 |
| Self Employed | Phoenix | MD | 04/2022 | 09/2023 |
1. CALVERT HALL COLLEGE HIGH SCHOOL; TOWSON, MD; BEGINNING JULY 2013 - PRESENT; CHAIR OF THE BOARD OF TRUSTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 2. CATHOLIC CHARITIES OF BALTIMORE; BEGINNING JANUARY 2023 - PRESENT; BOARD OF TRUSTEES; FINANCE & INVESTMENT COMMITTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 3. KNOTT SCHOLARSHIP FUNDS; BEGINNING SEPTEMBER 2022 - PRESENT; INVESTMENT COMMITTEE MEMBER; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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