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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-27 |
| MD | RA | APPROVED | 2024-01-02 |
Branch Locations
225 Schilling Circle Suite 250, Hunt Valley, MD 21031-1125 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory, Llc | Lutherville | MD | 09/2010 | 12/2023 |
| Rbc Capital Markets, Llc | Hunt Valley | MD | 01/2024 | Present |
NAME OF ENTITY: 903 W University Condominium Association ADDRESS: 903 W University Pkwy, Baltimore, MD 21210 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Small Private START DATE: 11/15/2024 CAPACITY: Treasurer DUTIES: I will monitor our financial accounts (all held in cash; no investments) and will help facilitate payments for association bills. Payments are reviewed by the Board before processing. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
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