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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
| MD | RA | APPROVED | 2020-08-21 |
Branch Locations
6200 Old Dobbin Lane Suite 100, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearone Advantage | Baltimore | MD | 05/2018 | 09/2019 |
| The Pennsylvania State University | State College | PA | 08/2014 | 05/2018 |
| John's Hopkins Hospital | Baltimore | MD | 05/2017 | 07/2018 |
| John's Hopkins Hospital | Baltimore | MD | 08/2017 | 04/2018 |
| Mary Kay | Littlestown | PA | 04/2016 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2019 | Present |
02/18/2026, Volleyball Coach, 650 Fairview Dr, Hanover, PA 17331, 16 hours per month, non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
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