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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-01 |
Branch Locations
218 N. Washington Street Suite 37, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The County Cork Wine Pub | Sykesville | MD | 02/2026 | 05/2026 |
| Robert W. Baird & Co. Incorporated | Easton | MD | 06/2026 | Present |
| Homemaking | Woodbine | MD | 08/2025 | 02/2026 |
| T. Rowe Price | Owings Mills | MD | 06/2019 | 07/2025 |
| Basta Pasta | Eldersburg | MD | 01/2019 | 03/2019 |
| Cattail Creek Country Club | Glenwood | MD | 04/2013 | 06/2019 |
| Mcfarlin Insurance Agency | Columbia | MD | 09/2018 | 12/2018 |
| Capital Services, Inc. | Towson | MD | 02/2017 | 12/2017 |
| Harran Builders | Glenwood | MD | 08/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-17 |
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