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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-29 |
Branch Locations
11350 Mccormick Road Executive Plaza Iv, Suite 200, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scandia Marine | Annapolis | MD | 06/2018 | 08/2018 |
| Gettysburg College | Gettysburg | PA | 08/2017 | 05/2021 |
| Stifel Financial | St Louis | MO | 08/2021 | 05/2022 |
| Stifel Financial | Baltimore | MD | 03/2022 | 01/2025 |
| Severn School | Severna Park | MD | 08/2013 | 05/2017 |
| Massmutual Life Insurance Co | Baltimore | MD | 04/2025 | Present |
| Mml Investors Services, Llc | Baltimore | MD | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-13 |
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