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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| MD | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cti Consultants Inc | Columbia | MD | 06/2017 | 08/2017 |
| Unemployed | Damascus | MD | 08/2017 | 08/2018 |
| Salisbury University | Salisbury | MD | 08/2015 | 06/2018 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 11/2018 |
| Unemployed | Damascus | MD | 12/2018 | 03/2019 |
| T. Rowe Price Investment Services, Inc. | Owings Mills | MD | 04/2019 | 04/2024 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 04/2024 | 11/2024 |
| Financial Dimensions, Llc | Sparks | MD | 02/2025 | 01/2026 |
| Magellan Federal | Arlington | VA | 01/2025 | Present |
| Johns Hopkins Federal Credit Union | Baltimore | MD | 01/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Baltimore | MD | 01/2026 | Present |
FINANCIAL COUNSELING FOR MAGELLAN FEDERAL, FINANCIAL EDUCATION FOR SERVICE MEMBERS, LESS THAN 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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