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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-02 |
Branch Locations
10000 Town Center Ave. Suite A, Columbia, MD 21045 • United States
7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price/Fis | Owings Mills | MD | 06/2021 | 04/2024 |
| Rad Search | Owings Mills | MD | 01/2010 | 06/2021 |
| Empower Financial Services, Inc | Greenwood Village | CO | 03/2025 | 03/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2025 | 03/2026 |
| Rad Search | Owings Mills | MD | 04/2024 | 03/2025 |
| Charles Schwab & Co, Inc | Columbia | MD | 03/2026 | Present |
| Charles Schwab Bank, Ssb | Columbia | MD | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-23 |
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