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6115 Falls Road, Suite 101, Baltimore, MD 21209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-04-27 |
| VA | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED_RES | 2020-11-14 |
| MD | RA | APPROVED | 2014-01-29 |
Branch Locations
6115 Falls Road, Suite 101, Baltimore, MD 21209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Point Investment Management, Llc | Baltimore | MD | 10/2006 | Present |
2/5/26 ASKED TO VOLUNTEER ON THE FINANCIAL ACCOUNTING STANDARDS BOARD'S PUBLIC MARKETS ADVISORY COMMITTEE. NOMINATION IS BEING CONSIDERED. INVESTMENT RELATED; START DATE 06/2002 MEMBER OF THE INVESTMENT COMMITTEE MARYLAND CENTER FOR HISTORY & CULTURE INVESTMENT RELATED; START DATE 08/2015 VOLUNTEER TWO-FOUR HOURS A QUARTER MEMBER OF THE INVESTMENT COMMITTEE BOYS' LATIN SCHOOL OF MARYLAND INVESTMENT RELATED; START DATE 12/2018 VOLUNTEER TWO-FOUR HOURS A QUARTER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-20 |
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