Jonathan C Dorsch

Hunt Valley, MD

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-02
MD	RA	APPROVED	2021-05-11

TX RA
APPROVED_RES

Since 2023-06-02
MD RA
APPROVED

Since 2021-05-11

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • United States

30 West Patrick Street Suite 700, Frederick, MD 21701 • 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

Organization	City	State	From	To
Northwestern Mutual	Hunt Valley	MD	05/2017	09/2017
T. Rowe Price	Owings Mills	MD	08/2018	04/2021
Washington College	Chestertown	MD	08/2014	05/2018
Morgan Stanley	Frederick	MD	04/2021	Present

05/2017 → 09/2017

Northwestern Mutual

Hunt Valley, MD
08/2018 → 04/2021

T. Rowe Price

Owings Mills, MD
08/2014 → 05/2018

Washington College

Chestertown, MD
04/2021 → Present

Morgan Stanley

Frederick, MD

Previous Registrations

2020-08-31 → 2021-04-14

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-28
S63	Uniform Securities Agent State Law Examination	2018-10-29

S66 Uniform Combined State Law Examination

2020-08-28
S63 Uniform Securities Agent State Law Examination

2018-10-29

Other Names

Jonathan Crawford Dorsch
Finny Dorsch

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

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