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2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-07-28 |
Branch Locations
2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Lutherville | MD | 08/1994 | 07/2017 |
| Morgan Stanley Smith Barney | Lutherville | MD | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Harbor Investment Advisory, Llc | Lutherville | MD | 07/2017 | Present |
Society of Loyola Old Boys 822 Guilford Ave Baltimore MD 21202, promoting Loyola Univ. rugby program, Board and Investment Committee member, start 8/26/25, 5/10 hrs per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-15 |
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