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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-23 |
Branch Locations
1410 Clarkview Road, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price Investment Services, Inc. | Garden City | NY | 10/2002 | 04/2017 |
| Td Ameritrade, Inc. | Columbia | MD | 04/2017 | 12/2023 |
| Charles Schwab And Co., Inc. | Baltimore | MD | 01/2022 | 01/2024 |
| Td Ameritrade Investment Management, Llc | Columbia | MD | 01/2021 | 09/2023 |
| Td Ameritrade Investment Management, Llc | Columbia | MD | 05/2017 | 12/2020 |
| T. Rowe Price Advisory Services, Inc. | Garden City | NY | 07/2003 | 04/2017 |
| Tiaa | Baltimore | MD | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Baltimore | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-28 |
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