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190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-10-28 |
Branch Locations
190 W. Ostend Street Suite 200, Baltimore, MD 21230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Investment Advisory Llc | Lutherville | MD | 06/2016 | Present |
Treasurer and Investment Committee member, St. Thomas' Church, 232 St. Thomas Lane, Owings Mills, MD, 21117. February 2016 to present. St. Thomas is an Episcopal Church. 3 hours per month during evenings and weekends only. Board of Trustee, Vice Chair, Finance Committee, Member of Investment Committee, Hood College. October 2017 to present. 401 Rosemont Avenue, Frederick, MD 21701. 15 hours per quarter
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-20 |
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