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1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-04-22 |
Branch Locations
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Biegel Waller Investment Advisory Services | Columbia | MD | 08/2017 | 10/2019 |
| College Of Financial Planning | Lutherville | MD | 05/2016 | 08/2017 |
| Unemployed | Lutherville | MD | 10/2019 | 04/2020 |
| Wbh Advisory, Inc. | Balitmore | MD | 04/2020 | Present |
Fuel Fund of Maryland; investment-related; 57 W Timonium Rd, Suite 208 Timonium, MD 21093; non-profit assisting with household utility payments; investment committee member; started April of 2008; less than 1 hour per month; less than 1 hour per month during securities trading hours; serve on the investment committee overseeing the Fuel Fund's endowment that is managed by a local firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
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