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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-23 |
Branch Locations
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2017 | 12/2020 |
| Baltimore City Public Schools | Baltimore | MD | 08/2016 | 12/2016 |
| University Park Junior Cotillion | University Park | MD | 10/2015 | Present |
| Morgan Stanley Private Bank, N.A | Baltimore | MD | 12/2020 | 07/2021 |
| T. Rowe Price | Owings Mills | MD | 12/2021 | 04/2022 |
| Ameriprise Financial Services, Llc | Columbia | MD | 06/2022 | 12/2023 |
| Mml Investors Services, Llc | Hunt Valley | MD | 03/2024 | 07/2024 |
| Massmutual Life Insurance Company | Hunt Valley | MD | 02/2024 | 07/2024 |
| Facet Wealth | Baltimore | MD | 07/2021 | 11/2021 |
| Equitable Advisors, Llc | New York | NY | 07/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Lake Ridge | VA | 10/2024 | 01/2026 |
| Capitalwize | Atlanta | GA | 02/2026 | Present |
University Park Junior Cotillion; Dance Instructor - I teach ballroom dance classes ~3 hours per month on 1 Saturday night a month for the UP Junior Cotillion.; ; 4413 Tuckerman St, , University Park, MD, 20782; Not Investment-Related; 01/07/2023; 1 to 9 hours per month; 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-04 |
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