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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-28 |
Branch Locations
1307 Point Street, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 05/2021 | 01/2022 |
| Northwestern University Recreation | Evanston | IL | 09/2019 | 05/2021 |
| Northwestern University Recreation | Evanston | IL | 09/2018 | 09/2019 |
| J Crew | Hanover | MD | 06/2019 | 08/2019 |
| Nai Klnb | Columbia | MD | 06/2018 | 08/2018 |
| Gilman School | Baltimore | MD | 09/2004 | 06/2017 |
| Northwestern University | Evanston | IL | 09/2017 | 03/2021 |
| Trinity Wealth Securities | Miami | FL | 10/2021 | 01/2022 |
| T. Rowe Price | Baltimore | MD | 08/2023 | Present |
| Unemployed | Hanover | MD | 01/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-29 |
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