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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-22 |
Branch Locations
6011 University Blvd Ste 300, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 05/2020 | 04/2023 |
| Elizabethtown College | Elizabethtown | PA | 08/2016 | 05/2020 |
| Elizabethtown College | Elizabethtown | PA | 01/2020 | 05/2020 |
| American Energy Services | Woodlawn | MD | 05/2019 | 08/2019 |
| East Coast Dyes | Towson | MD | 12/2016 | 05/2020 |
| Ameriprise Financial Services, Llc | Ellicott City | MD | 06/2023 | Present |
Outside Employment; MNC Management Group; Provide services within scope of my role and registration as directed by the Ameriprise Franchise Advisor, William A Morgan III; Manage advisory business; 6011 Univserity Blvd, Ste 300, , Ellicott City, MD, 21043; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-02 |
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