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201 International Circle Suite 520, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-01 |
Branch Locations
201 International Circle Suite 520, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Harbor Wealth Management, Llc | Hunt Valley | MD | 03/2025 | Present |
| Bay Harbor Wealth Management, Llc | Hunt Valley | MD | 07/2024 | 03/2025 |
| The Arc Central Chesapeake Region | Owings Mills | MD | 11/2023 | Present |
| Lpl Financial | Fort Mill | SC | 05/2023 | 07/2024 |
| Target Community And Educational Services | West Friendship | MD | 05/2020 | 07/2021 |
| S3 Shared Service Solutions | Baltimore | MD | 10/2020 | 02/2022 |
| S3 Shared Service Solutions | Baltimore | MD | 06/2020 | 10/2020 |
| S3 Shared Service Solutions | Baltimore | MD | 06/2019 | 08/2019 |
| N/A | West Friendship | MD | 03/2015 | 06/2019 |
| N/A | West Friendship | MD | 08/2019 | 05/2020 |
| N/A | Baltimore | MD | 02/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
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