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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-25 |
Branch Locations
20 Wight Ave., Suite 155, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Financial Advisors | Baltimore | MD | 06/2018 | 01/2023 |
| Towson University | Towson | MD | 09/2016 | 05/2018 |
| Fashion Your Way | Brooklyn | NY | 12/2013 | 02/2018 |
| Bank Of American | Reistertown | MD | 02/2016 | 11/2016 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 02/2023 | 06/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-02 |
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