Inactive

Shaun Eddy

Oxford Planning Group, LLC

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Current Employers

Oxford Planning Group, Llc

10713 B Birmingham Way, Woodstock, MD 21163 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2017-01-03

MD RA
APPROVED

Since 2017-01-03

Branch Locations

10713 B Birmingham Way, Woodstock, MD 21163 • 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

Organization	City	State	From	To
Strategic Wealth Management Group	Columbia	MD	04/2001	04/2017
Oxford Planning Group, Llc	Marriottsville	MD	01/2017	Present

04/2001 → 04/2017

Strategic Wealth Management Group

Columbia, MD
01/2017 → Present

Oxford Planning Group, Llc

Marriottsville, MD

Previous Registrations

2002-05-17 → 2017-04-18

Wealthspire Advisors

Columbia, MD
1993-04-05 → 2004-12-31

Eichelberger Griesser Eddy & Alms Inc

Columbia, MD

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-02-25
S65	Uniform Investment Adviser Law Examination	1993-02-25

S63 Uniform Securities Agent State Law Examination

1993-02-25
S65 Uniform Investment Adviser Law Examination

1993-02-25

Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

EAGLE STRATEGIES LLC

MAI CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

QUESTMARK MANAGEMENT COMPANY, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

PATRICIA V. EDDY

Kirsten Elizabeth Calambro

S. PAULINA LEE NEMEC

BRIAN JOSEPH WOODS

DANIEL WOODWARD MULES

CHRISTIN ALLISON SHIFFLETT

JAMES FRANKLIN ADAIR

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Woodstock, MD

EAGLE STRATEGIES LLC · WOODSTOCK, MD

MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD

LPL FINANCIAL LLC · MARRIOTTSVILLE, MD

MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD

MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MARRIOTSVILLE, MD

THRIVENT INVESTMENT MANAGEMENT INC. · Marriottsville, MD

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