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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
333 Bush Street Suite 2550, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Sherpa | Winooski | VT | 02/2024 | 11/2024 |
| Rei | San Francisco | CA | 06/2024 | 08/2024 |
| Mettle Sports | Chicago | IL | 07/2022 | 09/2023 |
| Rei | Williston | VT | 07/2022 | 08/2023 |
| Chill Gelato | Chestnut Hill | MA | 07/2021 | 07/2022 |
| Landry's Bicycles | Newton | MA | 04/2018 | 08/2021 |
| Valic Finanical Advisors, Inc. | Nashua | NH | 08/2024 | 02/2026 |
| Newton North High School | Newton | MA | 08/2016 | 06/2020 |
| University Of Vermont | Burlington | VT | 08/2020 | 05/2024 |
| Agia | Houston | TX | 11/2024 | 02/2026 |
| T. Rowe Price | San Francisco | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-12 |
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