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32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-15 |
Branch Locations
32 Mercer St. 3Rd Floor, New York, NY 10013 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Baltimore | MD | 11/2015 | 11/2019 |
| Lpl Financial | Baltimore | MD | 11/2019 | 02/2021 |
| Northwestern Mutual | Baltimore | MD | 11/2015 | 11/2019 |
| Whitacre Wealth Management | Baltimore | MD | 06/2016 | 03/2021 |
| Facet Wealth | Baltimore | MD | 03/2021 | 12/2023 |
| Domain Money Advisors, Llc | New York | NY | 12/2024 | Present |
| Unemployed | Baltimore | MD | 01/2024 | 07/2024 |
| Thimbleberry Financial | Portland | OR | 08/2024 | 11/2024 |
1) Rev Studios; Not investment related; Fitness Gym; Owner; 11/2023 to Present; 20 hours per month; 0 hours per month during trading hours; 3700 Toone St., Baltimore, MD 21224; Runs day to day function of business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-01-06 |
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