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1301 York Road Suite 103, Lutherville, MD 21093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
1301 York Road Suite 103, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Dimensions, Inc. | Lutherville | MD | 01/2023 | Present |
| First Financial Fcu | Owings Mills | MD | 01/2022 | 01/2023 |
| First Financial Fcu | Owings Mills | MD | 09/2020 | 01/2022 |
| Towson University | Towson | MD | 01/2020 | 09/2020 |
| Towson University | Towson | MD | 05/2019 | 01/2020 |
| Giant | Towson | MD | 08/2020 | 09/2020 |
| Olympia Sports | Prince Frederick | MD | 06/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-30 |
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