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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
100 Light Street 13Th Floor, Baltimore, MD 21202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 10/2021 | 10/2023 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 10/2021 | 10/2023 |
| Ubs Financial Services, Inc | Weehawken | NJ | 10/2023 | 06/2024 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 09/2021 | 10/2023 |
| Penn State University | University Park | PA | 08/2017 | 06/2021 |
| Fidelity Investments | New York | NY | 06/2024 | 06/2026 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 09/2021 | 10/2023 |
| Horizon Land Company | Crofton | MD | 06/2021 | 09/2021 |
| Severna Park High School | Severna Park | MD | 06/2013 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Wells Fargo Advisors Financial Network, Llc | Baltimore | MD | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-14 |
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