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10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-03-24 |
Branch Locations
10065 Red Run Boulevard Suite 200, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Baltimore | MD | 11/2017 | 10/2020 |
| T Rowe Price | Baltimore | MD | 03/2015 | 11/2017 |
| Triad Advisors | Norcross | GA | 11/2020 | 05/2023 |
| The Prosperity Consulting Group, Llc | Owings Mills | MD | 11/2020 | Present |
| Dai Securities, Llc | Atlanta | GA | 06/2023 | Present |
1)The Prosperity Consulting Group;investment related;10065 Red Run Blvd,Owings Mills,MD 21117;retail investment advisor;senior investment analyst;11/2020;160 hrs/month;6.5 hrs during trading;investment research & portfolio management
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