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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-09 |
Branch Locations
3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
1 West Pennsylvania Ave Suite 800, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 02/2022 | 02/2026 |
| 7 West Bistro & Grille | Towson | MD | 09/2020 | Present |
| United States Department Of Defense | Fort Meade | MD | 06/2021 | 08/2021 |
| The Greene Turtle | White Marsh | MD | 05/2020 | 09/2020 |
| Towson University | Towson | MD | 10/2018 | 06/2020 |
| Morgan Stanley | Hunt Valley | MD | 12/2019 | 01/2020 |
| Perryhall Swim Club | Perryhall | MD | 05/2014 | 12/2019 |
| Hb Wealth Management, Llc | Atlanta | GA | 03/2026 | Present |
7 West Bistro & Grille, 7 W Chesapeake Avenue, Towson, MD 20214; restaurant; server/bartender; start date: 9/23/2020; hours variable, all outside of normal business/securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-07 |
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