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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-16 |
Branch Locations
989 Fairmount Ave, Towson, MD 21204 • United States
8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Washington | DC | 01/2016 | 11/2018 |
| M&T Securities, Inc | Baltimore | MD | 11/2018 | 07/2019 |
| Primerica Financial Services | Lanham | MD | 03/2020 | 04/2021 |
| Pfs Investments Inc. | Lanham | MD | 05/2020 | 04/2021 |
| Unemployed | Baltimore | MD | 07/2019 | 01/2020 |
| Walgreens | Baltimore | MD | 01/2020 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 04/2021 | 07/2024 |
| Amazon | Baltimore | MD | 08/2020 | 12/2020 |
| Wells Fargo Clearing Services, Llc | Towson | MD | 10/2024 | Present |
| Wells Fargo Bank, Na | Towson | MD | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-20 |
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