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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-28 |
| MD | RA | APPROVED | 2022-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Associates | Arlington | VA | 01/2016 | 12/2016 |
| T. Rowe Price | Owings Mills | MD | 01/2017 | 07/2021 |
| Morgan Stanley | Baltimore | MD | 01/2022 | 05/2022 |
| Fis | Owings Mills | MD | 08/2021 | 01/2022 |
| T Rowe Price | Owings Mills | MD | 05/2022 | Present |
Susquehannock High School; 11/1/2022; Game Helper; Running scoreboard for high school sports; Not Investment Related: 12 hours per month, 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-04 |
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