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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-12 |
Branch Locations
226 Schilling Cir Ste 270, Hunt Valley, MD 21031-8657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 10/2022 | 05/2025 |
| T. Rowe Price | Owings Mills | MD | 12/2021 | 10/2022 |
| Bank Of America | Newark | DE | 11/2020 | 12/2021 |
| Unemployed | Glen Mills | PA | 08/2014 | 11/2020 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 10/2025 | 02/2026 |
| Empower Financial Services, Inc | Greenwood Village | CO | 10/2025 | 02/2026 |
| Unemployed During This Time Period | Baltimore | MD | 05/2025 | 10/2025 |
| Raymond James & Associates, Inc. | Hunt Valley | MD | 02/2026 | Present |
| Osi Restaurant Services, Llc. | Tampa | FL | 07/2018 | 10/2021 |
| Albertsons Companies, Inc. | Glen Mills | PA | 09/2016 | 12/2016 |
1). The Tudor Arms Corporation; Not investment related; 501 W. University Pkwy, Baltimore, MD 21210; This is the Co-op where I live; Board member; Started 01/01/2026; 3 hours per month devoted; 0 hours per month devoted during trading; This is an at large elected board position for the co-op where I live. As with this type of residence, shares of the co-op are owned related to the unit in which where we live. When residents move in or out, share are purchased or sold. It is not a real estate transaction. I assist on 1-2 committees in this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-03 |
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