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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-27 |
Branch Locations
303 Sail Place, Annapolis, MD 21401 • United States
3054 Solomons Island Road, Edgewater, MD 21037 • United States
7200 Wisconsin Avenue, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salisbury University | Salisbury | MD | 04/2016 | 04/2018 |
| Mcadam Financial Llc. | Tysons Corner | VA | 04/2018 | 01/2019 |
| Inter-Con Security Llc. | Washington D.C. | DC | 01/2019 | 06/2020 |
| Securiguard Inc. | Washington D.C. | DC | 01/2020 | 06/2020 |
| New York Life Insurance Company | Bethesda | MD | 09/2020 | 08/2021 |
| Nylife Securities Llc | Bethesda | MD | 04/2021 | 08/2021 |
| T Rowe Price | Owings Mills | MD | 08/2021 | 10/2023 |
| Wells Fargo Bank, Na | Annapolis | MD | 09/2023 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Annapolis | MD | 10/2023 | 06/2025 |
| Pnc Investments Llc | Annapolis | MD | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-29 |
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