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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-11 |
| NY | RA | APPROVED | 2025-04-11 |
| NC | RA | APPROVED | 2025-04-11 |
| OH | RA | APPROVED | 2025-04-11 |
| VA | RA | APPROVED | 2025-04-11 |
| DC | RA | APPROVED | 2024-08-26 |
Branch Locations
799 9Th Street Nw Suite 325, Washington, DC 20001 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maryland Capital Management, Llc | Towson | MD | 10/2018 | 12/2022 |
| Maryland Spine Center | Baltimore | MD | 07/2015 | 07/2017 |
| Founders Land | Baltimore | MD | 07/2017 | 10/2018 |
| Cerity Partners Llc | New York | NY | 01/2023 | 01/2024 |
| Curi Rmb Capital | Baltimore | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-23 |
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