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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-30 |
| MD | RA | APPROVED | 2021-12-01 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
Timonium, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smyrnioudis And Wilhelm Inc | Towson | MD | 12/2016 | 03/2018 |
| Liquid Libs | Timonium | MD | 04/2018 | 09/2018 |
| Chrome Solutions | Towson | MD | 11/2018 | 12/2018 |
| Student | Towson | MD | 01/2007 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2019 | 06/2019 |
| Northwestern Mutual Investment Services Llc | Hunt Valley | MD | 03/2019 | 06/2019 |
| Morgan Stanley | Hunt Valley | MD | 10/2021 | Present |
| Sig (Silberstein Insurance Group) An Alera Group Company | Baltimore | MD | 07/2020 | 06/2021 |
| Merrill Edge (Bank Of America) | Hunt Valley | MD | 06/2021 | 10/2021 |
| Apex Systems | Glen Allen | VA | 02/2020 | 05/2020 |
| Kelly & Associates Group | Sparks Glencoe | MD | 09/2019 | 01/2020 |
| Rouge Fine Catering | Baltimore | MD | 09/2015 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-17 |
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