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1425 Eutaw Place, Baltimore, MD 21217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2006-10-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casi Investments (Howie Capital Management) | Baltimore | MD | 03/1997 | Present |
| Casi Institutional Consulting, Inc. | Baltimore | MD | 10/2011 | Present |
I AM A PRINCIPAL OF CASI, INC. CASI IS ORGANIZED INTO THREE SEPARATE COMPANIES; CASI, CASI FOUNDATION AND CASI INVESTMENTS. EACH WORKS TOGETHER TO ACHIEVE A SHARED BUSINESS OBJECTIVE TO STRENGTHEN CHURCHES & CHARITIES BY BUILDING LONG-TERM SUSTAINABILITY. HOUR PER MONTH VARIES WITH BUSINESS CYCLE AND CUSTOMER DEMANDS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-08 |
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