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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 01/2017 | Present |
| Stryker Orthopaedics | Baltimore | MD | 01/2015 | 01/2017 |
| Bank Of America, N.A. | Baltimore | MD | 04/2017 | Present |
| Greenspring Advisors, Llc | Towson | MD | 10/2019 | Present |
| Merrill Lynch | Hunt Valley | MD | 02/2019 | 10/2019 |
I*121421 For profit or not for profit: For-Profit Organization Name of outside business organization: Immaculate Conception School - School Board Investment related: N Address of business: Towson, Maryland 21204 Nature of business: Other,Archdiocesan Elementary and Middle School Position, title, association: , Start date of relationship: 5/15/2018 Number of hours devoted: 30 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Serve as a member of the Immaculate Conception School school board and provide council to the decision-makers of the school and parish. $10,000 bonus if entire team generated an additional $100,000 in revenue in year 1 of my production; $20,000 bonus if entire team generated an additional $200,000 in revenue over two year period since start of my production (09/17).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
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