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50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-07 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Baltimore | MD | 06/2009 | 10/2018 |
| Fidelity Investments | Lutherville | MD | 04/2021 | 06/2025 |
| Outdoor Lighting Perspectives | Lutherville | MD | 10/2018 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Janney Montgomery Scott Llc | Hunt Valley | MD | 06/2025 | 12/2025 |
| Verdence Capital Advisors Llc | Hunt Valley | MD | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-27 |
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