James Walter Skorupski

Current Employers

Employment History

• 03/2003 → Present
  Chevy Chase Financial Services
  Bethesda, MD
• 05/2010 → 07/2018
  Capital One Investment Services Llc
  Bethesda, MD
• 01/2015 → 07/2018
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → 07/2018
  Sharebuilder 401K
  Seattle, WA
• 07/2018 → Present
  Woodbury Financial Services, Inc.
  Mclean, VA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Mclean, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Reston, VA

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Reston, VA
  Bethesda, MD
• 2015-01-28 → 2018-07-12
  Capital One Advisors, Llc
  Seattle, WA
  Reston, VA
  Mclean, VA
• 2010-04-27 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  Mclean, VA
• 2003-07-11 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1. ACTAEON WEALTH MANAGEMENT LLC POSITION: Financial Advisor & Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/11/2018 ADDRESS: 10701 PARKRIDGE BLVD, SUITE130, Reston VA 20191, United States DESCRIPTION: Financial Advisor 2. JAMES W SKORUPSKI POSITION: AGENT NATURE: SOLE PROP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 10701 PARKRIDGE BLVD, SUITE 130, RESTON VA 20191, United States DESCRIPTION: INSURANCE AND FIXED ANNUITY 3. GENNELL LOCKWOOD IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: TRUSTEE OF A TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 7328 LAUREL CREEK COURT, SPRINGFIELD VA 22150, United States DESCRIPTION: DISTRIBUTE ANNUAL CHECK TO BENEFICIARY 4.JEAN M LOCKWOOD IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: I am trustee of my mother's irrevocable trust since she passed away. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2026 ADDRESS: 7328 LAUREL CREEK COURT, SPRINGFIELD VA 22150, United States DESCRIPTION: DISTRIBUTE TRUST ASSETS TO BENEFICIARIES.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-09
• S63 Uniform Securities Agent State Law Examination
  1989-10-09