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1954 Greenspring Dr Suite 310, Timonium, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APP_PEND_IARCE | 2026-04-20 |
Branch Locations
1954 Greenspring Dr Suite 310, Timonium, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Oak Financial Group | Towson | MD | 06/2024 | 03/2025 |
| Baltimore-Washington Financial Advisors | Columbia | MD | 05/2023 | 04/2024 |
| Ameriprise Financial Services, Llc | Towson | MD | 06/2022 | 05/2023 |
| Club Pilates | Owings Mills | MD | 07/2021 | 10/2022 |
| Loyola University Maryland | Baltimore | MD | 09/2020 | 05/2024 |
| State Farm | Pikesville | MD | 01/2020 | 05/2020 |
| Cic Wealth, Llc | Owings Mills | MD | 09/2019 | 01/2020 |
| Gerstell Academy High School | Finksburg | MD | 09/2013 | 05/2020 |
| Elite Income Advisors, Inc. | Ellicott City | MD | 03/2025 | 09/2025 |
| Thompson Wealth Solutions, Llc Dba Meta Wealth Advisory | Timonium | MD | 01/2026 | Present |
| No Employment | Reisterstown | MD | 10/2025 | 01/2026 |
| No Employment | Reisterstown | MD | 06/2020 | 08/2020 |
| Thompson Wealth Solutions, Llc Dba Meta Wealth Advisory | Timonium | MD | 04/2026 | Present |
| Elite Income Advisors, Inc. | Ellicott City | MD | 07/2025 | 09/2025 |
| Red Oak Financial Group | Towson | MD | 11/2024 | 03/2025 |
1) RENTAL PROPERTY; INVESTMENT RELATED; 10 IRONWOOD CIRCLE, PIKESVILLE, MD 21209; HOMEOWNER; 5/11/2024; 1 HOUR PER MONTH; MAINTAIN PROPERTY AND COLLECT RENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-02 |
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