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2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2011-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory, Llc | Lutherville Timonium | MD | 05/2014 | Present |
1) JCA TRUST; BALTIMORE, MD; TRUSTEE; DECEMBER 1, 2017; 1 TIME PER YEAR. 2) JCA DYNASTY TRUST; BALTIMORE, MD; TRUSTEE; DECEMBER 1, 2017; 0 HRS. 3) ARBOR DOG FOUNDATION; NOT INVESTMENT RELATED; BOARD OF DIRECTORS; SEPTEMBER 1, 2017; SEMIANNUALLY 4-6 HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-30 |
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