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Baltimore, MD • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Lutherville | MD | 04/2004 | 09/2016 |
| Charles Street Asset Management, Inc. | Baltimore | MD | 07/2012 | Present |
1. 01/25/2006 - KELLY & ASS. HEALTH INSURANCE - GROUP PLANS - NON-VARIABLE INSURANCE. 2. 06/25/2007 - GOLDENRULE - TRAILS AND I SELL A FEW NEW HEALTH POLICIES A YEAR - NON-VARIABLE INSURANCE - MD 3. 06/26/07 - AXA ADVISORS/DBA/NON-VARIABLE INSURANCE/MD 4. 06/26/07 - PRINCIPLE/NON-VARIABLE INSURANCE/MD 5. 06/26/07 - PLUS GROUP/NON-VARIABLE INSURANCE/MD 6. 01/07/09 / DBA / SFB FINANCIAL SERVICES, INC. 7. 03/03/09 - NON-VARIABLE INSURANCE, PRINCIPLE - DI - THEY JUST PAY ME RENEWALS - ANY NEW BUSINESS CASES GO THROUGH THE PLUS GROUP, 1% OF TIME. 8. 10/09/2012: DBA ONLY / CHARLES STREET ASSET MANAGEMENT, INC./ BALTIMORE, MD 9. 10/05/2012: CHARLES STREET ASSET MANAGEMENT, INC./ REGISTERED INVESTMENT ADVISOR / TIME SPENT 90%/ BALTIMORE, ,D
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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