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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-11 |
Branch Locations
210 Allegheny Avenue 4Th Floor, Towson, MD 21204 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Baltimore | MD | 06/2006 | 04/2020 |
| Maryland Capital Management | Towson | MD | 04/2020 | 12/2022 |
| Cerity Partners Llc | New York | NY | 01/2023 | 05/2023 |
| T Rowe Price | Owings Mills | MD | 06/2023 | 10/2024 |
| Cerity Partners Llc | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
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