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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebridge Advisors | Ellicott City | MD | 06/2024 | Present |
| Hcpss | Ellicott City | MD | 06/2023 | 09/2023 |
| Stonebridge Advisors | Ellicott City | MD | 07/2022 | 05/2023 |
| Turf Valley Resort | Ellicott City | MD | 07/2017 | 08/2020 |
| Unemployed | Ellicott City | MD | 01/2014 | 06/2017 |
| Unemployed | Ellicott City | MD | 10/2023 | 05/2024 |
| Unemployed | Ellicott City | MD | 09/2020 | 06/2022 |
| Osaic Wealth, Inc | Ellicott City | MD | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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