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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-22 |
| MD | RA | APPROVED | 2024-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab And Co., Inc. | New York City | NY | 02/2019 | 05/2024 |
| Quicken Loans | Detroit | MI | 06/2017 | 01/2019 |
| Syracuse University | Syracuse | NY | 08/2016 | 06/2017 |
| Charles Schwab Bank, Ssb | New York City | NY | 02/2020 | 05/2024 |
| T Rowe Price Investment Services, Inc. | Baltimore | MD | 05/2024 | Present |
Alpha Upsilon Zeta Housing Corporation, Inc.| Non-Investment Related|9 Executive Park Drive Clifton NY 12065;USA|Real Estate (Non-Agent/Broker)|President|2023-01-02|Hours Per Month: Less than 20|HoursSpentduring Security Trading:1|Responsible for the keeping operations in good order for the organization including leasing/subleasing, organizing meal plans, communicating with tenants/parents, and being a liaison to Syracuse University . This is a 501(c)7 org that provided housing for a Fraternal Organization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
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