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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-26 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 08/2017 | 01/2018 |
| Retro Fitness | Timonium | MD | 09/2013 | 04/2018 |
| Usb Payment Processing | Towson | MD | 10/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 04/2018 | 04/2021 |
| Janney Montgomery Scott Llc | Towson | MD | 04/2021 | 09/2022 |
| Janney Montgomery Scott Llc | Towson | MD | 09/2022 | 05/2024 |
| State Farm Vp Management Corp. | Parkville | MD | 06/2024 | 09/2025 |
| State Farm Vp Management Corp. | Columbia | MD | 06/2024 | 09/2025 |
| State Farm Investment Management Corp | Columbia | MD | 06/2024 | 09/2025 |
| State Farm Investment Management Corp | Parkville | MD | 06/2024 | 09/2025 |
| Alexander Brown Insurance Agency | Columbia | MD | 05/2024 | 09/2025 |
| Jason Griswold's Insurance Agency | Parkville | MD | 05/2024 | 09/2025 |
| Morgan Stanley | Hunt Valley | MD | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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