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Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-30 |
Branch Locations
2650 Quarry Lake Drive Suite 100, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliancebernstein | Washington | DC | 11/2024 | 01/2026 |
| Cystic Fibrosis Foundation | Bethesda | MD | 06/2022 | 11/2024 |
| Banyan Hill Publishing | Baltimore | MD | 09/2021 | 06/2022 |
| Creative Innovation Corp | Wheaton | MD | 06/2020 | 09/2021 |
| St. Mary's College Of Maryland | Saint Marys City | MD | 08/2016 | 06/2020 |
| Passive Capital Management | Baltimore | MD | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-05 |
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