Best Investors Account Sign in
Current Employers
Calabash Asset Management, Llc

North Potomac Md, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

North Potomac Md, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaiser Permanente Rockville MD 04/2015 Present
Calabash Asset Management, Llc North Potomac MD 09/2016 Present
Other Businesses

Since April 2015, Glaister Welsh has been employed with Kaiser Permanente as a Regional Operations Manager.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-26
  • S65 Uniform Investment Adviser Law Examination
    2016-08-26

View on SEC IAPD

More in North Potomac Md, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor