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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| MD | RA | APPROVED | 2020-06-05 |
Branch Locations
300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towson University | Towson | MD | 08/2016 | 05/2018 |
| Heritage Consultants | Hunt Valley | MD | 03/2017 | 09/2018 |
| Lincoln Financial Advisors | Hunt Valley | MD | 09/2018 | 07/2019 |
| Ameriprise Financial Services, Inc | Owings Mills | MD | 07/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Owings Mills | MD | 03/2020 | Present |
Outside Employment; Brad Schwartz Wealth Management LLC; Vice President - Business Development; ; 300 Red Brook Blvd. Ste 320, , Owings Mills, MD, 21117; Investment-Related; 01/01/2020; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Alumni Conversation; I visit my alma mater occasionally to speak with graduating students about exiting Towson University and entering the real world.; 7400 York Rd, , Towson, MD, 21204; Not Investment-Related; 09/12/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-03 |
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