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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-08-27 |
Branch Locations
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Hunt Valley | MD | 10/2012 | 07/2017 |
| Hightower Securities, Llc | Hunt Valley | MD | 10/2012 | 07/2017 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 07/2017 | Present |
| Independent Access Partners, Llc | Hunt Valley | MD | 04/2019 | Present |
HUNT VALLEY PARTNERS. INVESTMENT RELATED. 50 SCHILLING RD, STE 300, HUNT VALLEY, MD 21031. INVESTMENT PARNTERSHIP, PARTNER. AUGUST 2014. HE SPENDS AN APPROPRIATE AMOUNT OF TIME BETWEEN VERDENCE, INDEPENDENT ACCESS PARTNERS, AND HUNT VALLEY PARTNERS AS REQUIRED TO FULFILL DESIGNATED RESPONSIBILITIES. SOURCE AND MAKE RECOMMENDATIONS ABOUT INVESTMENT OPPORTUNITIES TO ALL LIMITED PARTNERS, MANAGE THE INVESTMENT PROCESS. FOR PERSONAL INVESTMENT PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
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