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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Carolina University | Conway | SC | 05/2012 | 12/2017 |
| Wyndham Vacation Ownership | North Myrtle Beach | SC | 06/2015 | 11/2016 |
| Brinker Capital | Berwyn | PA | 01/2018 | 11/2023 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 11/2023 |
| T. Rowe Price | Baltimore | MD | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-31 |
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