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3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-02 |
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 |
|---|---|---|---|---|
| Millon Events | Reisterstown | MD | 06/2022 | 06/2025 |
| Loyola University Of Maryland | Baltimore | MD | 08/2020 | 05/2024 |
| Leadline Inc | Naples | FL | 01/2024 | 05/2024 |
| Higgins Crab House | Ocean City | MD | 05/2021 | 08/2021 |
| Ocean Pines Yacht Club Diner | Ocean Pines | MD | 05/2021 | 08/2021 |
| St. Paul's School | Timmonium | MD | 08/2018 | 06/2020 |
| Eline Funeral Home | Hampstead | MD | 06/2019 | 08/2020 |
| Gerstell Academy | Finksburg | MD | 08/2014 | 06/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2025 | 11/2025 |
| Hb Wealth Management, Llc | Towson | MD | 12/2025 | Present |
1) MCDONOGH SCHOOL, 8600 MCDONOGH RD, OWINGS MILLS, MD 21117, VARSITY LACROSSE COACH, DUTIES: SEASONAL (SPRING) ASSISTANT COACH WORKING WITH HIGH SCHOOL LACROSSE TEAM, START DATE: 3/1/25, 10 HRS PER MO; 2) MILLON EVENTS, SUMMER EMPLOYEE, DUTIES: HELP RUN LACROSSE CAMPS/TOURNAMENTS ON THE WEEKENDS IN THE MONTHS OF JUNE - AUGUST, GIVING BACK TO THE SPORT I USED TO PLAY, START DATE: 6/1/22, 16 HRS PER MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-01 |
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