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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-09-10 |
Branch Locations
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Towson | MD | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Towson | MD | 11/2016 | Present |
CALVERT HALL COLLEGE HIGH SCHOOL; INV RELATED; TOWSON, MD; INVESTMENT COMMITTEE MEMBER; START DATE 10/01/2022; .5 HOURS PER MONTH; 0 HOURS DURING TRADING; PROVIDING OVERSIGHT OF THE INVESTMENT MANAGER AND MONITORING FOR ADHERENCE TO INVESTMENT POLICY OF THE SCHOOL.| HARTMAN WEALTH MANAGEMENT LLC, INVESTMENT RELATED, HUNT VALLEY, MD, 100% OWNERSHIP, START 6/14/2021, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.| HARTMAN GP, LLC; INV RELATED; PHOENIX, MD; 90% OWNERSHIP; START DATE 05/09/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING FORMED IN ORDER TO SELL A % TO A LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-14 |
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