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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-11 |
| MD | RA | APPROVED | 2024-06-10 |
| NY | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Owings Mill | MD | 03/2019 | 10/2022 |
| State Employee Credit Union Of Md | Ellicott City | MD | 07/2018 | 02/2022 |
| M&T Bank | Ellicott City | MD | 06/2015 | 12/2017 |
| Hamilton Bank | Ellicott City | MD | 12/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 11/2022 | 04/2024 |
| Bank Of America N.A. | Columbia | MD | 01/2023 | 04/2024 |
| Voya Financial Advisors | Windsor | CT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
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