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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weis Markets | Mount Airy | MD | 04/2018 | 04/2019 |
| Rattlewood Golf Course | Mount Airy | MD | 04/2019 | 09/2021 |
| Homegoods | Mount Airy | MD | 11/2020 | 12/2020 |
| Academy Financial | Lutherville | MD | 05/2022 | 08/2022 |
| Infocus Financial Advisors | Salisbury | MD | 01/2023 | 08/2023 |
| Salisbury University/Perdue School Of Business | Salisbury | MD | 05/2021 | 12/2023 |
| Salisbury University | Salisbury | MD | 08/2020 | 12/2023 |
| Salisbury University | Salisbury | MD | 08/2023 | 12/2023 |
| Janney Montgomery Scott | Lutherville | MD | 02/2024 | 01/2025 |
| Minor/Student/Unemployed | Mount Airy | MD | 01/2014 | 04/2018 |
| Wealthspire Advisors Llc | Fulton | MD | 01/2025 | Present |
Baltimore Estate Planning Council
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
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