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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
Branch Locations
2800 Quarry Lake Drive Suite 385, Baltimore, MD 21209 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 06/2011 | 04/2017 |
| Wells Fargo Clearing Services Llc | Lutherville | MD | 09/2018 | 10/2024 |
| Icsep | Jerusalem | 05/2017 | 12/2017 | |
| Emsar | Baltimore | MD | 01/2018 | 07/2018 |
| &Partners | Nashville | TN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-19 |
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