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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-18 |
| NJ | RA | APPROVED | 2024-09-18 |
Branch Locations
4525 Painters Mill Road, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 01/1997 | 08/2024 |
| St Joseph'S University | Philadelphia | PA | 06/2007 | Present |
| T. Rowe Price | Owings Mills | MD | 08/2024 | 07/2026 |
| T Rowe Price | Owings Mills | MD | 07/2026 | Present |
1. TBJ Management LLC; owner; not investment-related; Summer business selling water ice at carnivals and sport events; started 6/1/2022; 6 hrs per month, none during trading hours. 2. Saint Joseph's University; Adjunct professor; not investment-related; Teaching CFP approved courses to graduate and undergraduate students; started 9/1/2007; 4 hrs per month on as needed basis, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-18 |
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