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2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory, Llc | Lutherville | MD | 08/2019 | Present |
| United Bank | Vienna | VA | 09/2010 | 08/2019 |
1) ST. THOMAS' EPISCOPAL CHURCH; INVESTMENT RELATED; OWINGS MILLS, MD; OFFICER, TREASURER; MEMBER, INVESTMENT COMMITTEE; JANUARY 2019; QUARTERLY MEETING; 10 HRS. ANNUALLY. 2) MARYLAND MILLION, LTD; NOT INVESTMENT RELATED; REISTERSTOWN, MD; DIRECTOR, ASSISTANT TREASURER; SEPTEMBER 2018; QUARTERLY MEETING; 20 HRS. ANNUALLY. 3)Valleys Planning Council, Inc. 118 W. Pennsylvania Ave, Towson, MD 21204Director; Member, Executive Committee, Chair, Strategic Planning CommitteeMonthly meetings; 200 hours annually Sept. 2019 4)Grand National Memorial Steeplechase118 W. Pennsylvania Ave, Towson, MD 21204Director; Co-Race Secretary (beginning in 2020)Quarterly meetings; 100 hours annually 5)Maryland Horse Industry Foundation PO Box 427 Timonium MD 21094 Director8 hrs per annum June 2020 6)Maryland Steeplechase AssocPO Box 651 Libson MD 21765Director / Treasurer10 hrs per annum June 2020 7)Legacy Chase at Shawan Downs sub. Of Land Preservation Trust Inc 13501 Falls Rd Cockeysville MD 21030 Director 40 hours per year Nov 2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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