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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-06 |
| MD | RA | APPROVED | 2018-08-17 |
Branch Locations
409 Washington Avenue Suite 815, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Advisory Securities, Llc | Baltimore | MD | 07/2005 | 08/2018 |
| Janney Montgomery Scott Llc | Towson | MD | 08/2018 | Present |
1. Kernan Hospital Endowment, Baltimore, MD. Kernan is a rehabilitation hospital located in Baltimore. Board Member and Treasurer (05/2011) - Offer investment guidance to the hospital's endowment. Not compensated, 5 hrs. month, Investment related. 2. University of Maryland Medical System, Baltimore, MD. Board Appointment - Investment Committee Member (03/2009) - consultant's investment recommendations. Not compensated, 5 hrs. month, Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-30 |
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