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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-06 |
| MD | RA | APPROVED | 2017-10-03 |
Branch Locations
225 Schilling Circle Suite 250, Hunt Valley, MD 21031-1125 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huber, Weakland & Associates, Inc. | Ellicott City | MD | 09/2012 | 09/2017 |
| Rbc Capital Markets, Llc | Hunt Valley | MD | 09/2017 | Present |
| City National Bank | Hunt Valley | MD | 04/2019 | Present |
(1) BALTIMORE ESTATE PLANNING COUNCIL; ADDRESS: 1101 RESORT RD, #119, ELLICOTT CITY, MD 21042; BUSINESS DESCRIPTION: ESTATE PLANNING ORGANIZATION; NOT INVESTMENT RELATED; START DATE: 06/06/2018; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: 2; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE (2) NAME OF ENTITY: Baltimore Symphony Orchestra ADDRESS: 1212 Cathedral Street, Baltimore, Maryland 21201 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Arts Institution START DATE: Feb 03, 2026 CAPACITY: Other DUTIES: Joining the Planned Giving Council to provide a broad range of client experience for fundraising and charitable giving. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-10 |
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
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