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11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-10 |
| PA | RA | APPROVED | 2024-07-10 |
Branch Locations
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031 • United States
1302 Proline Place, Gettysburg, PA 17325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Consulate | Hunt Valley | MD | 01/2022 | Present |
| Towson University | Towson | MD | 09/2021 | 12/2021 |
| Greenspring Associates | Owings Mills | MD | 10/2020 | 12/2021 |
| Camp Inclusion, Inc. | Clarksville | MD | 06/2015 | 08/2019 |
| Financial Consulate | Hunt Valley | MD | 01/2022 | 07/2022 |
| Soft Stuff, Inc. | Ellicott City | MD | 07/2016 | 07/2019 |
| Marriotts Ridge High School | Marriottsville | MD | 06/2014 | 05/2018 |
| Towson University | Towson | MD | 08/2018 | 05/2022 |
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