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403 Allegheny Avenue, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Oak Financial Group | Towson | MD | 11/2024 | Present |
| Ups | Lutherville-Timonium | MD | 05/1998 | 02/2024 |
| Unemployed | Hunt Valley | MD | 03/2024 | 10/2024 |
1) Hunt Valley Solutions, LLC; Non-investment related; 807 Katesford Rd, Hunt Valley, MD. 21030; IT development and support for small businesses; Owner; 06/01/2024; 1 hour per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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