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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-19 |
| MD | RA | APPROVED | 2019-08-15 |
Branch Locations
100 Federal St Ci Business Controls, Boston, MA 02110 • United States
11333 Mccormick Rd Ci Client Management, Hunt Valley, MD 21031 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cellar | Baltimore | MD | 08/2014 | 04/2018 |
| Office Of Student Developement | Richmond | VA | 01/2015 | 05/2018 |
| Home Depot | Cockeysville | MD | 05/2017 | 06/2017 |
| Hyperli | Cape Town | 06/2017 | 08/2017 | |
| Manor Tavern | Monkton | MD | 07/2018 | 08/2018 |
| Mutual Of Omaha Insurance Company | Hunt Valley | MD | 08/2018 | 10/2018 |
| Mutual Of Omaha Investor Services | Hunt Valley | MD | 08/2018 | 10/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 12/2018 | Present |
| University Of Richmond | Richmond | VA | 09/2018 | 05/2019 |
| Unemployed | Baltimore | MD | 06/2018 | 07/2018 |
| Manor Tavern | Monkton | MD | 10/2018 | 12/2018 |
I*1513259 For profit or not for profit: Entity For Profit Name of outside business organization: Rover Investment related: N Address of business: Seattle, Washington, 98121, United States Nature of business: ["Corporation"] Position, title, association: ["Employee"], Start date of relationship: 10/7/2023 Number of hours devoted: 2 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Dog sitting or Dog walking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
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