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901 Dulaney Valley Road Suite 701, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| MD | RA | APPROVED | 2024-07-10 |
Branch Locations
901 Dulaney Valley Road Suite 701, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Ridgefield | CT | 06/2014 | 06/2018 |
| University Of Maryland | College Park | MD | 08/2018 | 05/2022 |
| Westmoreland Homeowners Association | Ridgefield | CT | 05/2015 | 09/2018 |
| University Of Maryland Recreation And Wellness | College Park | CT | 02/2020 | 12/2022 |
| Seventy2 Capital | Bethesda | MD | 01/2021 | 05/2021 |
| Washington District Football Officials Association | Multiple | MD | 08/2023 | 12/2023 |
| Ge Aerospace | Cincinnati | OH | 01/2023 | 05/2024 |
| Oliver Wealth Management | Towson | MD | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
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