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380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-11 |
| PA | RA | APPROVED | 2023-02-15 |
Branch Locations
Williamsport, MD • United States
380 Southpointe Blvd South Pointe Plaza Ii Suite 315, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obsidian Personal Planning Solutions, Llc | Rockville | MD | 06/2020 | 02/2023 |
| Obsidian Personal Planning Solutions, Llc | Rockville | MD | 06/2019 | 01/2020 |
| University Of Maryland | College Park | MD | 08/2018 | 05/2020 |
| Hagerstown Community College | Hagerstown | MD | 06/2016 | 08/2018 |
| Grant Street Asset Management, Inc. | Canonsburg | PA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-26 |
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