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1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-02 |
Branch Locations
1362 Mellon Road Suite 100, Hanover, MD 21076 • United States
1600 Pennsylvania Ave., Mcdonough, GA 30253 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tobias Financial Advisors, Inc. | Plantation | FL | 04/2016 | 09/2017 |
| Greenspring Advisors, Llc | Towson | MD | 09/2017 | 07/2022 |
| Unemployed | Parkton | MD | 08/2022 | 10/2023 |
| T. Rowe Price | Owings Mills | MD | 10/2023 | Present |
| T. Rowe Price | Owings Mills | MD | 09/2024 | Present |
| Cape Investment Advisory | Mcdonough | GA | 09/2025 | Present |
Benefits Advisor - GEMBA/GEBA - investment related insurance sales and service at 1362 Mellon Rd, Hanover, MD 21076. Forty hours a week during market hours, compensated by salary. Started August 2025. Sales and Service of insurance products, all applicable business ran through AGW and/or CIA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-10 |
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