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4525 Painters Mills Road, Owings Mills, MD 21117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-01 |
Branch Locations
2220 Briargate Parkway, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Hawaiian Bank | Honolulu | HI | 12/2014 | 01/2017 |
| Westpac Wealth Partners (Formerly Wealth Strategy Partners) | Honolulu | HI | 03/2017 | 10/2019 |
| Canyon Construction | Colorado Springs | CO | 01/2020 | 07/2024 |
| Dynamic Solutions | Colorado Springs | CO | 01/2021 | 02/2021 |
| T. Rowe Price | Colorado Springs | CO | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-11 |
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