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1629 Thames Street Suite 300, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-02-04 |
Branch Locations
1629 Thames Street Suite 300, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| &Wealth Partners | Baltimore | MD | 05/2020 | Present |
| Gallagher Evelius & Jones Llp | Baltimore | MD | 04/2010 | 04/2020 |
1.Baltimore School for the Arts Foundation, Inc.;Not investment-related;702 Cathedral Street,Baltimore, MD 21202;Tax- exempt organization (education/arts);Member, Board of Trustees;6/1/17-present;3 hours/month (during securities trading hours);Supervise operation of foundation that manages funds for public school and employs part-time art teachers. 2.Baltimore School for the Arts;Not investment related;702 Cathedral Street,Baltimore, MD 21202; Tax-exempt organization (education/arts);Member, Board of Trustees (6/1/13-present);Chair, Board of Trustees (6/1/17-6/1/19);6/1/13-present;3 hours/month (during securities trading hours);Oversee operation of public arts high school. 3.Chesapeake Bay Outward Bound School, Inc.;Not investment related;1900 Eagle Drive,Baltimore, MD 21207; Tax-exempt organization (education);Member, Board of Trustees;1/5/2020-present;Oversee operation of programs for outdoor education organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-14 |
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