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Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-26 |
Branch Locations
Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanders Morris Harris Inc. | Houston | TX | 06/2003 | Present |
| Portfolio Consultants Inc. | Sparks | MD | 08/1991 | Present |
| Asset Strategy Consultants | Sparks | MD | 11/1992 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1992-11-09 |
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