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901 Dulaney Valley Road Suite 701, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
901 Dulaney Valley Road Suite 701, Towson, MD 21204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2017 | 03/2021 |
| University Of Baltimore | Baltimore | MD | 08/2013 | 05/2017 |
| The L. Warner Companies, Inc. | Timonium | MD | 03/2021 | 04/2024 |
| Oliver Wealth Management | Towson | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-23 |
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