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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-03 |
Branch Locations
20 Wight Avenue Suite 155, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hunt Valley | MD | 04/2014 | 06/2017 |
| Morgan Stanley & Co. Llc | Baltimore | MD | 06/2017 | 11/2019 |
| Horan Capital Management,Llc | Hunt Valley | MD | 11/2019 | 01/2021 |
| Maller Wealth Advisors | Hunt Valley | MD | 05/2015 | 06/2017 |
| Connectus Wealth | Hunt Valley | MD | 01/2021 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
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