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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-06-08 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
100 Painter's Mill Road Suite 420, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 10/2016 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 06/2017 |
| Pbmares Wealth Management Llc | Baltimore | MD | 06/2017 | 06/2020 |
| Creativeone Securities, Llc | Overland Park | KS | 06/2020 | Present |
| Sawyer Group Inc | Owings Mills | MD | 06/2020 | Present |
1. Sawyer Group Inc; Investment related; 100 Painters Mills Rd #420, Owings Mills, MD, 21117; Wealth Mgmt Services; Wealth Advisor; 06/2020; 160 hrs/mo; 160 hrs/mo; Financial advice to clients 2. The Boy's Latin School; Board of Directors-help with operations and fundraising; 822 W. Lake Avenue; Baltimore, MD 21210; 1 hour/month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
| S66 | Uniform Combined State Law Examination | 2016-10-13 |
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