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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-19 |
Branch Locations
10055 Red Run Blvd. Suite 160, Owings Mills, MD 21117 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-02-17 |
Branch Locations
10055 Red Run Blvd Suite 160, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yeshiva Aish Hatorah | Jerusalem | 08/2016 | 04/2017 | |
| Yeshiva Birchas Mordechai | Beitar Illit | 04/2017 | 06/2018 | |
| Lpl Financial Llc | Baltimore | MD | 08/2019 | 06/2020 |
| Dp Financial | Baltimore | MD | 12/2020 | 02/2021 |
| Talmudical Academy Of Baltimore | Baltimore | MD | 12/2020 | 02/2021 |
| Shober And Zelcer Financial Planning And Management | Germantown | MD | 09/2020 | 12/2020 |
| Yeshiva Birchas Mordechai | Beitar Illit | 08/2018 | 06/2019 | |
| Pollock And Associates | Baltimore | MD | 06/2018 | 08/2018 |
| Glass Jacobson Investment Advisors Llc | Owings Mills | MD | 02/2021 | 11/2025 |
| Mercer Global Advisors Inc. | Owings Mills | MD | 12/2025 | Present |
1) Esther Price, CCC-SLP; Not investment related; 3636 Bancroft Road Baltimore, MD 21215; Speech therapy services; Financial manager; 07/15/2023; Approximately 20 hours a month, none during trading hours. Duties include: Providing financial consulting and management services to a speech therapy company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
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