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225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-26 |
Branch Locations
225 Schilling Circle Suite 295, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johns Hopkins Health System | Baltimore | MD | 08/2014 | 09/2016 |
| Medstar Shared Services | White Marsh | MD | 09/2016 | 04/2017 |
| Transamerica Insurance Co | Baltimore | MD | 05/2017 | 05/2025 |
| Your Financial Pharmacist | Baltimore | MD | 06/2018 | 08/2021 |
| Bmore Financially Fit, Llc | Baltimore | MD | 05/2022 | 12/2025 |
| The Marshall Financial Group Llc | Hunt Valley | MD | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
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