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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-30 |
| PA | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-30 |
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Hunt Valley | MD | 07/2023 | 07/2024 |
| Massmutual Life Insurance Co | Hunt Valley | MD | 11/2023 | 07/2024 |
| Loyola University Maryland | Baltimore | MD | 09/2019 | 05/2023 |
| Fulton Bank | Elizabethtown | PA | 06/2022 | 08/2022 |
| Walker Sales & Distribution Inc. | Elizabethtown | PA | 06/2021 | 08/2021 |
| Elizabethtown Area High School | Elizabethtown | PA | 09/2015 | 05/2019 |
| Unemployed | Bel Air | MD | 05/2023 | 07/2023 |
| Walker Sales & Distribution Inc. | Elizabethtown | PA | 05/2019 | 09/2019 |
| Osaic Fa Inc | Towson | MD | 07/2024 | 01/2025 |
| Osaic Wealth, Inc. | Towson | MD | 01/2025 | 05/2025 |
| Morgan Stanley | Hunt Valley | MD | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-02 |
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