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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-26 |
Branch Locations
4525 Painters Mill Road, Owings Mills, MD 21117 • United States
4515 Painters Mill Road, Owings Mills, MD 21117 • United States
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 |
|---|---|---|---|---|
| Fisherring, Llc | Columbia | MD | 01/2010 | 09/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2020 | 11/2021 |
| Bestgate Wealth Advisors, Llc | Frederick | MD | 09/2021 | 08/2024 |
| T. Rowe Price | Owings Mills | MD | 08/2024 | Present |
1. Mycha Marshall, CPA - not investment related; small tax practice, no tax advice ; Principal; started 1/1/1996; 10hrs per month, none during trading hours; I provide tax services for a fee to a small group of family, friends and referrals. 2. Savy Money Matters - not investment related; small financial literacy/coaching business; Principal; started 11/1/2022; 10 hrs per month, none during trading hours; I provide assistance with budgeting and reducing debt.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-06 |
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