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Patrick Vincent Dyer

Capital Portfolio Management, Inc.

Timonium, MD

Timonium, MD

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Current Employers
Capital Portfolio Management, Inc.

9515 Deereco Rd Suite 1010, Timonium, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

9515 Deereco Road Suite 1010, Timonium, MD 21093 • UNITED STATES

9515 Deereco Road Ste 1010, Timonium, MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Portfolio Management, Inc. Hunt Valley MD 12/1991 Present
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES; TIME SPENT: APPROX 20 HRS/MTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-17
S63 Uniform Securities Agent State Law Examination 1988-08-01
  • S65 Uniform Investment Adviser Law Examination
    2015-04-17
  • S63 Uniform Securities Agent State Law Examination
    1988-08-01

View on SEC IAPD

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ANDREW T COOK

Other Offices

L. K. BENSON & COMPANY, P.C. · TIMONIUM, MD
BERMAN MCALEER · TIMONIUM, MD
THE L. WARNER COMPANIES, INC · TIMONIUM, MD
KAWG&F FINANCIAL PLANNING GROUP LLC · TIMONIUM, MD
WAYPOINT WEALTH MANAGEMENT · TIMONIUM, MD
KBSTM PARTNERS, LLC · TIMONIUM, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Timonium, MD
EQUITY SERVICES, INC. · TIMONIUM, MD

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