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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-18 |
Branch Locations
50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Consultants | Hunt Valley | MD | 07/2023 | 05/2026 |
| York Country Day School | York | PA | 08/2006 | 07/2018 |
| Wake Forest University | Winston-Salem | NC | 08/2018 | 05/2022 |
| American Academy Of Pediatric Dentistry | Chicago | IL | 01/2023 | 06/2023 |
| Unemployed | York | PA | 06/2022 | 12/2022 |
| Verdence Capital Advisors, Llc | Hunt Valley | MD | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
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