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Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-07-01 |
Branch Locations
Six North Park Drive Suite 208, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legg Mason Investor Services Llc | Stamford | CT | 03/2015 | 12/2017 |
| Legg Mason & Co | Stamford | CT | 03/2015 | 12/2017 |
| Clearbridge Investments | New York | NY | 07/2015 | 12/2017 |
| Unemployed | Bronxville | NY | 01/2018 | 06/2018 |
| Asset Strategy Consultants, Llc | Hunt Valley | MD | 03/2021 | Present |
| Hirtle, Callaghan & Co., Llc | West Conshohocken | PA | 06/2018 | 06/2020 |
| Unemployed | Stevenson | MD | 07/2020 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-24 |
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