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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-06 |
Branch Locations
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verdence Capital Advisors Llc | Hunt Valley | MD | 03/2026 | Present |
| Kpmg Llp | Baltimore | MD | 10/2024 | 02/2026 |
| Loyola University Maryland | Baltimore | MD | 10/2023 | 04/2024 |
| Kpmg Llp | Baltimore | MD | 06/2023 | 08/2023 |
| Stepstone Group | Owings Mills | MD | 06/2022 | 08/2022 |
| Greenspring Associates | Owings Mills | MD | 07/2021 | 08/2021 |
| Baltimore Country Club | Baltimore | MD | 06/2019 | 10/2021 |
| Loyola Blakefield High School | Towson | MD | 09/2015 | 06/2019 |
| Loyola University Maryland | Baltimore | MD | 09/2019 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-05 |
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