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232 Cockeysville Road Suite B200, Cockeysville, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-10 |
| MD | RA | APPROVED | 2019-04-02 |
Branch Locations
232 Cockeysville Road Suite B200, Cockeysville, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ronald Blue Trust | Hunt Valley | MD | 08/2017 | 04/2019 |
| Anchor Wealth Advisors, Llc | Cockeysville | MD | 02/2019 | Present |
| Ronald Blue & Co. | Hunt Valley | MD | 02/2007 | 08/2017 |
Samuel Erdman is the Finance Manager of Smithouse Construction, LLC a separate and unaffiliated entity located at 232 Cockeysville Road, STE B200, Cockeysville, MD 21030. This is a financial management role and not investment-related. Samuel has served in this role since 2019 and this activity accounts for approximately 10% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-21 |
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