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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-03 |
Branch Locations
4 North Park Drive Ste 402, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacob William Advisory | Cockeysville | MD | 04/2024 | 12/2024 |
| Tulane University | New Orleans | LA | 08/2020 | 05/2024 |
| Gilman School | Baltimore | MD | 08/2013 | 06/2020 |
| Gorfine, Schiller & Gardyn | Owings Mills | MD | 06/2021 | 08/2021 |
| Jacob William Advisory | Timonium | MD | 06/2022 | 08/2022 |
| Assured Partners | Cockeysville | MD | 06/2023 | 02/2024 |
| Tulane University Athletic Department | New Orleans | LA | 03/2022 | 12/2023 |
| Jacob William Advisory | Cockeysville | MD | 12/2024 | 06/2025 |
| Cwm, Llc | Omaha | NE | 12/2024 | Present |
| Jacob William Advisory | Cockeysville | MD | 06/2025 | Present |
NAME OF OTHER BUSINESS: Gilman School Alumni Association Board of Governors NATURE OF BUSINESS: The Alumni Association Board of Governors supports Gilman, a K-12 all-boys school in Baltimore, by providing alumni insight into the running of the school as well as providing events for alumni connection with each other and current students. START DATE: 07/01/2026 POSITION/TITLE/RELATIONSHIP: Member-at-Large APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: Attend meetings, support the alumni-association and the school by attending events and activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
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