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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-11 |
| MD | RA | APPROVED | 2023-04-07 |
Branch Locations
2350 W Joppa Rd Greenspring Center, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc ( | Lutherville | MD | 03/2022 | Present |
| Facet Wealth | Baltimore | MD | 09/2020 | 03/2022 |
| Preston Realty, Llc | Towson | MD | 12/2011 | 08/2020 |
PFC Easton, LLC 2450 Butler RD Easton, PA 18042; PFC West Reading, LLC 2600 Paper Mill Rd Wyomissing, PA 19610; These are 3 commercial properties that I have equity in from when I was involved in commercial real estate development from a past career. The commercial properties are Patient First urgent care centers. Equity holder could be considered my "position". These properties to generate rental income for me. The start date of my relationship to these dates back to around 2012-2013. I do not devote any time to this anymore as these properties generate passive income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
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