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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-07-06 |
Branch Locations
1614 E Churchville Rd Suite 104, Bel Air, MD 21015 • 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 | 01/2019 | 06/2020 |
| Salisbury University | Salisbury | MD | 08/2014 | 01/2019 |
| Morgan Stanley | Baltimore | MD | 06/2018 | 08/2018 |
| Kpmg | Baltimore | MD | 06/2017 | 08/2017 |
| Bank Of America N.A. | Hunt Valley | MD | 02/2020 | 06/2020 |
| Wells Fargo Advisors Financial Network, Llc | Bel Air | MD | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-08 |
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