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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-01-04 |
Branch Locations
10500 Little Patuxent Pkway Ste 450, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 10/2014 | 11/2016 |
| Bank Of America N.A. | Baltimore | MD | 10/2014 | 11/2016 |
| T. Rowe Price | Owings Mills | MD | 06/2017 | 12/2021 |
| Unemployed | Elkridge | MD | 11/2016 | 06/2017 |
| Truist Investment Services, Inc. | Columbia | MD | 01/2022 | Present |
| Truist Advisory Services, Inc. | Columbia | MD | 01/2022 | Present |
RENTAL PROPERTIES POSITION: co-owner NATURE: My husband and I own two residential rental homes in Baltimore, MD. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: Baltimore MD, United States DESCRIPTION: landlord for residential rental properties THE Y IN CENTRAL MARYLAND - COMMUNITY LEADERSHIP BOARD (HOWARD COUNTY) POSITION: Board Member NATURE: youth development, healthy living, and social responsibility INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 ADDRESS: Ellicott City MD, United States DESCRIPTION: The Community Leadership Board - Howard County is a volunteer board that works with the Y staff and community leaders and organizations in Howard County to improve the quality of life for the community through the mission of the Y. EXIST PLANNING EXCHANGE MARYLAND CHAPTER POSITION: Prospective board member NATURE: The XPX Maryland Chapter is a community of trusted advisors that collaborate to help their private company clients build business value, transfer ownership and create a legacy of success in their loved ones and their communities. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 04/19/2024 ADDRESS: Catonsville MD, United States DESCRIPTION: Serve as a board member of the Maryland chapter of the MD Chapter of the Exit Planning Exchange and Events Chair- focus on coordinating the locations for chapter meetings and events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-14 |
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