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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-02 |
| PA | RA | APPROVED | 2026-03-03 |
Branch Locations
3701 Corporate Parkway Suite 320, Center Valley, PA 18034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Baltimore | MD | 04/2019 | 07/2025 |
| One Main Financial | Baltimore | MD | 03/2017 | 03/2019 |
| Westhampton Country Country Club | Westhampton | NY | 06/2008 | 03/2017 |
| T. Rowe Price Investment Services, Inc. | Baltimore | MD | 04/2019 | 07/2025 |
| Mml Investors Services, Llc | Cockeysville | MD | 11/2025 | Present |
| Massmutual Life Insurance Co | Cockeysville | MD | 01/2026 | Present |
| Unemployed | Cockeysville | MD | 07/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-12 |
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