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240 Greenwich Street 9Th Floor East, New York, NY 10286-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-23 |
Branch Locations
Mount Pleasant, SC • United States
240 Greenwich Street, New York, NY 10286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 10/2012 | 03/2019 |
| Bny Mellon Securities Corporation | Columbia | SC | 06/2026 | Present |
| T. Rowe Price | Charleston | SC | 01/2018 | 05/2026 |
The First Tee Greater Charleston. Not Investment-related. 321 Wingo Way Mount Pleasant, SC 29464. Board Member of Young Advisory Council. Help to plan membership events and grow donors. Consult on growth projects. January 2023. 1hr/ month outside business hours. 0hr/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-27 |
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