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Advisor at SCHIFF WEALTH ADVISORS, LLC
BALTIMORE, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SCHIFF WEALTH ADVISORS, LLC | State registered | Jan 1, 2026 | n/a | yes | BALTIMORE, MD | Current employment |
| COURT PLACE ADVISORS LLC | Former SEC adviser | Feb 2, 2010 | Dec 31, 2011 | no | ELLICOTT CITY, MD | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 13, 2007 | Dec 21, 2009 | no | BALTIMORE, MD | Previous registration |
| BROWN ADVISORY SECURITIES, LLC | Former SEC adviser | Mar 7, 2005 | Jul 31, 2007 | no | BALTIMORE, MD|BALTIMORE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COURT PLACE ADVISORS LLC | SCHIFF WEALTH ADVISORS, LLC | Dec 31, 2011 | Jan 1, 2026 | 5,115 | Firm change after gap | Other |
| ADVICE AND PLANNING SERVICES | COURT PLACE ADVISORS LLC | Dec 21, 2009 | Feb 2, 2010 | 43 | Firm change | Other |
| BROWN ADVISORY SECURITIES, LLC | ADVICE AND PLANNING SERVICES | Jul 31, 2007 | Dec 13, 2007 | 135 | Firm change | Other |