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2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Baltimore | MD | 11/2004 | 06/2025 |
| Harbor Investment Advisory, Llc | Lutherville | MD | 07/2025 | Present |
Garden Leaves LLC PO Box 557 Hunt Valley MD 21030 Owner/Officer, Flower & Gift Shop 20 hours per month start/purchase settlement date 7/18/25. Archdiocese Of Baltimore Partners in Excellence Scholarship Program 320 Cathedral St. Baltimore MD - Advisory Board to provide scholarships to low income families. 12 meetings and 3 events per year. 11/10/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-06 |
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