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Current Employers
Wealthy & Wise Family Office

10320 Little Patuxent Pkwy. Suite 930, Columbia, MD 21044 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-07-16
  • MD RA
    APPROVED
    Since 2018-07-16

Branch Locations

10320 Little Patuxent Pkwy. Suite 930, Columbia, MD 21044 • 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
OrganizationCityStateFromTo
Aldo's Restaurant Baltimore MD 05/2013 02/2018
Pnc Bank Baltimore MD 02/2016 09/2016
  • 05/2013 → 02/2018
    Aldo's Restaurant
    Baltimore, MD
  • 02/2016 → 09/2016
    Pnc Bank
    Baltimore, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-17
S65 Uniform Investment Adviser Law Examination 2018-07-16
  • S63 Uniform Securities Agent State Law Examination
    2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2018-07-16

View on SEC IAPD

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