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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| MD | RA | APPROVED | 2022-07-14 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campbell Financial Services, Inc. | Baltimore | MD | 03/2012 | 09/2018 |
| Campbell & Company, Inc. | Baltimore | MD | 03/2012 | 09/2018 |
| T. Rowe Price | Owings Mills | MD | 09/2018 | 07/2021 |
| Pacer Financial, Inc. | Malvern | PA | 07/2021 | 06/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2022 | Present |
| The Marshall Financial Group Llc | Hunt Valley | MD | 07/2022 | Present |
1) Dually registered with Purshe, Kaplan, Sterling as broker dealer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-03 |
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