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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED | 2021-09-14 |
| MD | RA | APPROVED | 2021-08-31 |
Branch Locations
9000 Southside Blvd Ci Client Services, Jacksonville, FL 32256 • United States
11333 Mccormick Rd Ci Client Services, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 11/2019 | 06/2021 |
| Bank Of America | Towson | MD | 04/2019 | 09/2019 |
| Bank Of America | Hunt Valley | MD | 09/2014 | 04/2019 |
| Southern New Hampshire University | Manchester | NH | 07/2016 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2021 | Present |
| Bank Of America, N.A. | Hunt Valley | MD | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-15 |
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