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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-24 |
Branch Locations
120 East Baltimore Street 23Rd Floor, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Baltimore | MD | 05/2020 | 02/2026 |
| Jpmorgan Securities Llc | Baltimore | MD | 05/2020 | 02/2026 |
| John Hopkins Carey Business School | Baltimore | MD | 10/2019 | 06/2020 |
| Jpmorgan Chase Bank Na | Baltimore | MD | 06/2019 | 08/2019 |
| Mt. Washington Tavern (Frischbone Llc) | Baltimore | MD | 04/2019 | 06/2019 |
| Hayfields Country Club | Cockeysville | MD | 03/2019 | 04/2019 |
| Johns Hopkins University | Baltimore | MD | 06/2014 | 02/2019 |
| Kaplan Inc | Baltimore | MD | 02/2019 | 09/2019 |
| Unemployed | Baltimore | MD | 09/2019 | 09/2019 |
| Kaplan K-12 Learning Services | Alpharetta | GA | 02/2019 | 08/2019 |
| Truist Investment Services, Inc. | Baltimore | MD | 03/2026 | Present |
| Truist Advisory Services, Inc. | Baltimore | MD | 03/2026 | Present |
Entity Name: Chesapeake Planned Giving Council Investment related: No "Address: https://www.chesapeakeplannedgiving.org/ PO Box 1646 Cockeysville, MD 21030" Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 01/24/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Chesapeake Planned Giving Council (CPGC) is an affiliate of the National Association of Charitable Gift Planners. CPGC has served the charitable needs of donors and clients as a planned giving organization since 1990. CPGC serves the greater Chesapeake region and offers events, resources, and networking opportunities. I would be a new member of the board of directors of CPGC, and would have input on general strategy of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-11 |
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