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Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States
1800 Byberry Road, Huntingdon Valley, PA 19006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenspring Wealth Management, Inc | Towson | MD | 11/2015 | 06/2017 |
| Passive Capital Management Llc | Baltimore | MD | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-29 |
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