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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-24 |
Branch Locations
333 Bush Street Suite 2550 , San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | San Francisco | CA | 05/2026 | Present |
| Alliance Trust Company | Reno | NV | 05/2023 | 05/2026 |
| H&R Block | Reno | NV | 01/2023 | 05/2023 |
| University Of Nevada-Reno | Reno | NV | 08/2019 | 12/2023 |
| Northwestern Mutual | Reno | NV | 05/2021 | 09/2021 |
| Clear Capital | Reno | NV | 05/2021 | 10/2021 |
| Central Catholic High School | Modesto | CA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-22 |
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