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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-18 |
Branch Locations
210 Allegheny Avenue, Fourth Floor, Towson, MD 21204 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maryland Capital Management | Towson | MD | 03/2018 | 12/2022 |
| Croft Leominster Investment Management | Baltimore | MD | 06/2016 | 12/2017 |
| Unemployed | Baltimore | MD | 01/2018 | 03/2018 |
| Cerity Partners Llc | New York | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
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