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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-06-24 |
Branch Locations
900 Bestgate Road Suite 200, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthspire Advisors | Annapolis | MD | 05/2022 | Present |
| The Nordic Inn | Crested Butte | CO | 06/2021 | 04/2022 |
| The National Opinion Research Center At University Of Chicago | Millersville | MD | 07/2020 | 05/2021 |
| Us Census Bureau | Millersville | MD | 07/2020 | 10/2020 |
| University Of Maryland Baltimore County | Arbutus | MD | 08/2015 | 12/2019 |
| Unemployed | Millersville | MD | 01/2020 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
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