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Current Employers
Baltimore-Washington Financial Advisors

10960 Grantchester Way Suite 110, Columbia, MD 21044 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-12-18
  • MD RA
    APPROVED
    Since 2019-12-18

Branch Locations

10960 Grantchester Way Suite 110, Columbia, MD 21044 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Baltimore-Washington Financial Advisors Columbia MD 12/2019 Present
Pnc Bank, Na Cincinnati OH 11/2005 11/2019
Previous Registrations
  • 2005-06-20 → 2006-11-16
    Lexington Wealth Management, Inc.
    Lexington, MA
  • 2004-10-26 → 2005-11-22
    Lexington/Bridgewater Wealth Management, Llc
    Lexington, MA
  • 2000-07-19 → 2004-12-31
    Lexington Advisors
    Lexington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-11
  • S65 Uniform Investment Adviser Law Examination
    2003-11-11
Designations

View on SEC IAPD

Other Firms

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