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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-01 |
Branch Locations
9250 Rumsey Road Suite 103, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Tan & Associates Inc. | Baltimore | MD | 08/1996 | Present |
| Overlook At Riverside Apartments, Llc | Falling Waters | WV | 08/2019 | Present |
| Homeplace At Riverside, Llc | Baltimore | MD | 06/2007 | 12/2021 |
| Deloitte Tax Llp | New York | NY | 08/2001 | 12/2017 |
| Rockville Plaza Llc | Baltimore | MD | 08/2018 | Present |
| Founders Financial Securities Llc | Towson | MD | 09/2022 | Present |
1. ROCKVILLE PLAZA LLC; 5602 BALTIMORE NATIONAL PIKE SUITE 400 BALTIMORE MD 21228; START DATE: 10/2018; REAL ESTATE HOLDING COMPANY; MANAGING MEMBER; 0 HRS PER MONTH; 0 HRS DURING TRADING; MANAGING MEMBER THAT OVERSEES PROPERTY ON BEHALF OF OWNERS 2.OVERLOOK AT RIVERSIDE APARTMENTS LLC; 5602 BALTIMORE NATIONAL PIKE SUITE 400 BALTIMORE MD 21228; START DATE: 10/2018; MANAGING MEMBER; 0 HRS PER MONTH; 0 HRS DURING TRADING; SET OVERALL PARAMETERS FOR INVESTMENT DECSISIONS, MANAGEMENT COMPANY MANAGES PROPERTY ON BEHALF OF OWNERS. 3. BLUE VISTA REAL ESTATE LLC; 5602 BALTIMORE NATIONAL PIKE SUITE 400 BALTIMORE MD 21228; START DATE: 1/2022; MANAGING MEMBER; 0 HRS PER MONTH; 0 HRS DURING TRADING; ESTABLISHED LLC FOR FUTURE REAL ESTATE DEVELOPMENT PROJECTS 4. TAN & ASSOCIATES INC.; 5602 BALTIMORE NATIONAL PIKE SUITE 400 BALTIMORE MD 21228; START DATE: 01/2018; PRINCIPAL/SHAREHOLDER; 160 HRS PER MONTH; 160 HRS DURING TRADING; SHAREHOLODER MANAGING DAY TO DAY, OPERATIONS AND OVERALL STRATEGY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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