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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-08-28 |
Branch Locations
4525 Painters Mill Road , Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Baltimore | MD | 07/2021 | 03/2024 |
| J.P. Morgan Securities Llc | Baltimore | MD | 07/2021 | 03/2024 |
| Pnc Bank | Reisterstown | MD | 05/2020 | 06/2021 |
| Heritage Financial Advisors | Columbia | MD | 01/2015 | 04/2020 |
| Us Postal Service | Sykesville | MD | 02/2018 | 12/2018 |
| Ups | Owings Milld | MD | 11/2017 | 01/2018 |
| Amazon | Baltimore | MD | 04/2020 | 08/2020 |
| Aerotek | Elkridge | MD | 06/2021 | 07/2021 |
| Cetera Advisor Networks Llc | Columbia | MD | 03/2018 | 04/2020 |
| Cetera Advisor Networks Llc | Columbia | MD | 01/2015 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Westminster | MD | 03/2024 | 04/2026 |
| Wells Fargo Bank, Na | Westminster | MD | 03/2024 | 04/2026 |
| T Rowe Price | Owings Mills | MD | 08/2026 | Present |
| Pnc Bank | Joppa | MD | 04/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
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