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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-24 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Ave. Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 06/2017 | 02/2018 |
| Unemployed | Baltimore | MD | 12/2015 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 02/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2018 | 10/2019 |
| Unemployed | Mcdaniel | MD | 02/2018 | 06/2018 |
| Ubs Financial Services Inc | Hunt Valley | MD | 01/2022 | 06/2025 |
| Homemaking | Lutherville Timonium | MD | 07/2018 | 12/2021 |
| Hb Wealth Management, Llc | Towson | MD | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-07 |
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