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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-10 |
| CA | RA | APPROVED | 2026-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | Plainsboro | NJ | 10/2005 | 05/2021 |
| Blackrock Investment Management, Llc | Plainsboro | NJ | 10/2005 | 05/2021 |
| Nuveen Securities, Llc | San Francisco | CA | 08/2021 | 07/2022 |
| Nuveen Asset Management, Llc | Chicago | IL | 08/2021 | 07/2022 |
| Unemployed | Newport Beach | CA | 07/2022 | 08/2022 |
| Pimco Investments Llc | Newport Beach | CA | 10/2022 | 07/2025 |
| Pacific Investment Management Company Llc | Newport Beach | CA | 09/2022 | 07/2025 |
| Fortress Wealth Solutions Llc | Los Angeles | CA | 07/2025 | 11/2025 |
| Fortress Investment Group Llc | Los Angeles | CA | 07/2025 | 11/2025 |
| T. Rowe Price, Investment Services Inc | San Francisco | CA | 02/2026 | 07/2026 |
| T Rowe Price | San Francisco | CA | 07/2026 | Present |
146 Morris Ave Holdings LLC; Start Date: 07/15/2022; Position: Owner of rental properties; Investment Related; Duties: Passively investing in private real estate; Hours: 0 - 1 hours per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-18 |
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