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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2025-10-02 |
Branch Locations
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
60 East 42Nd Street Suite 1120, New York, NY 10165 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2019 | 09/2021 |
| San Diego State University | San Diego | CA | 05/2015 | 05/2019 |
| Bank Of Cardiff | Del Mar | CA | 06/2017 | 08/2017 |
| Bank Of Cardiff | Carlsbad | CA | 07/2018 | 08/2018 |
| Vienna University Of Economics And Business | Vienna | 02/2018 | 07/2018 | |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | 07/2026 |
| Greenspring Advisors, Llc | New York | NY | 10/2025 | Present |
| Wealthstream Advisors, Inc. | New York | NY | 03/2022 | 09/2025 |
| Unemployed | New York | NY | 09/2021 | 03/2022 |
| Greenspring Advisors, Llc | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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