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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-28 |
Branch Locations
2220 Briargate Parkway , Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Colorado Springs | CO | 07/2026 | Present |
| Financial Plans And Strategies Inc. | Carmel | IN | 08/2025 | 12/2025 |
| Valeo Financial Advisors Llc | Carmel | IN | 06/2025 | 08/2025 |
| 15 Wealth / Gradepoint Financial | Mundelein | IL | 05/2024 | 08/2024 |
| Ts Financial Group Llc | Lake Forest | IL | 05/2023 | 08/2023 |
| Dominos Pizza Inc. | Mundelein | IL | 05/2023 | 01/2024 |
| Merit Club Country Club | Libertyville | IL | 04/2020 | 08/2023 |
| Pine Meadow Golf Club | Mundelein | IL | 07/2019 | 08/2022 |
| Butler University | Indianapolis | IN | 08/2022 | 05/2026 |
| Carmel Catholic High School | Mundelein | IL | 08/2018 | 05/2022 |
| St. Joseph Catholic School | Libertyville | IL | 08/2010 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-01 |
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