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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-01 |
| TX | RA | APPROVED | 2023-11-01 |
Branch Locations
650 S Exeter St Floor 09, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Baltimore | MD | 04/2018 | Present |
| Jpmorgan Securities Llc | Baltimore | MD | 04/2018 | Present |
| Pnc Wealth Managment | Baltimore | MD | 12/2001 | 03/2018 |
| Rpb Propertires, Llc | Ellicott City | MD | 05/2015 | Present |
Entity Name: Ronald McDonald House of Maryland Investment related: Yes "Address: 1 Asquith Street, Baltimore, MD 21202 https://rmhcmaryland.org/" Nature of the other business: Our Mission Ronald McDonald House Charities Maryland provides a "home-away-from-home" for seriously ill children and their families. Position/Title/Relationship: Trustee Start Date: 30-Sep-2020 Approximate # of hours a month: 2-4 hours per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee on Board of Directors, general Board Activities, and work on Development committee (fundraising) as well as volunteer work at house Entity Name: University of Maryland at Baltimore Investment related: No Address: 620 Baltimore, MD Nature of the other business: N/A Position/Title/Relationship: Trustee of organization Start Date: 17-Jan-2019 Approximate # of hours a month: 3 years Approximate # of hours during securities trading hours: 1 hour a quarter Briefly describe your duties: Serve on the Board of Trustees and a subcommittee Entity Name: RPB Propertires, LLC Investment related: Yes Address: Ellicott City, MD Nature of the other business: We own 4 condos that we rent and rehab 1-2 homes per year for sale. Position/Title/Relationship: Partial Owner Start Date: 07-Nov-2015 Approximate # of hours a month: 2-4 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Principal/Partner. Weekend rehab, manage the accounting for the company and involved in property selection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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