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48 East Gordon Street, Bel Air, MD 21014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kelly Group | Bel Air | MD | 12/2024 | Present |
| Brown Advisory | Baltimore | MD | 10/2017 | 04/2024 |
| Bny Mellon | Baltimore | MD | 01/2016 | 09/2017 |
| Unemployed | Bel Air | MD | 05/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
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