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Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-09
MD RA APPROVED 2019-03-02
  • TX RA
    APPROVED
    Since 2019-05-09
  • MD RA
    APPROVED
    Since 2019-03-02

Branch Locations

1906 Towne Centre Blvd Suite 375, Bldg #4, Annapolis, MD 21401-3686 • United States

Severna Park, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Owings Mills MD 12/2012 01/2019
Rbc Capital Markets, Llc. Annapolis MD 02/2019 Present
City National Bank Annapolis MD 12/2021 Present
  • 12/2012 → 01/2019
    T. Rowe Price
    Owings Mills, MD
  • 02/2019 → Present
    Annapolis, MD
  • 12/2021 → Present
    City National Bank
    Annapolis, MD
Other Businesses

(1) NAME OF ENTITY: Maryland SPCA, Inc. ADDRESS: 3300 Falls Road, Baltimore, MD 21211 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: To improve the lives of pets and people in the community CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 07/01/22 DUTIES: Oversee the fiscal affairs of the organization by reviewing initial drafts of all finance-related materials prior to submission to the executive committee or Board of Directors. Annual budgeting as well as any matters relating to the investment portfolio fall under the Finance Committee's purview. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 2) NAME OF ENTITY: Shore Acres Improvement Association ADDRESS: 974 Magothy Ave, Arnold, MD 21012 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Community improvement association responsible for maintaining our community's beautiful amenities CAPACITY: Board of Directors * START DATE: 11/30/22 DUTIES: Assist with preparing an annual budget and determine appropriate use of capital. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 3) NAME OF ENTITY: Anne Arundel Estate Planning Council ADDRESS: 900 Bestgate Rd, Suite 400, Annapolis, MD, 21401 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: 01/01/2025 CAPACITY: Committee/Council Member DUTIES: Provide opportunities for wealth and estate planning professionals from various disciplines to interact, share ideas and build relationships that will allow them to better serve their clients and the community. As the sponsorship chair, I am also responsible for developing financial sustainability for the council through sponsorships. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-11
  • S66 Uniform Combined State Law Examination
    2011-11-11
Designations

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