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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-17 |
Branch Locations
10055 Red Run Blvd. Suite 160, Owings Mills, MD 21117 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-11-20 |
Branch Locations
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prime Investment Advisors | Bethesda | MD | 02/2016 | 11/2016 |
| Facet Wealth | Baltimore | MD | 10/2018 | 11/2020 |
| Consulting | Ellicott City | MD | 08/2018 | 10/2018 |
| Life Plan Financial | Severn | MD | 11/2016 | 08/2018 |
| Mercer Global Advisors Inc. | Owings Mills | MD | 12/2025 | Present |
| Glass Jacobson | Owings Mills | MD | 11/2020 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-02 |
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