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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-22 |
| CO | RA | APPROVED | 2019-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.ROwe Price | Colorado Springs | CO | 11/2018 | Present |
| Wells Fargo | Colorado Springs | CO | 08/2012 | 10/2018 |
(1) Voyager Healthcare; Not Investment Related; 7/31/23; Caregiving for my child; Completion of parent caregiver program to be a parent CNA; 40 hours per week, 0 during trading (2) Self-Employed - Unincorporated Business; Not Investment Related; 7/3/2025; Author; Publishing of a cookbook; 4 hours per month; 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-19 |
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