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Richard Michael Hoffman

Chesapeake Wealth Strategies, Inc.

Baltimore, MD

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Current Employers
Chesapeake Wealth Strategies, Inc.

27 Hooks Lane, Baltimore, MD 21208 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-16
  • MD RA
    APPROVED
    Since 2024-10-16

Branch Locations

27 Hooks Lane, Baltimore, MD 21208 • 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
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 06/2001 Present
Richard M. Hoffman Cpa, Llc Reisterstown MD 10/2013 Present
Chesapeake Wealth Strategies, Inc. Baltimore MD 06/2016 Present
Foundation & Trust Service Llc Reisterstown MD 11/2014 Present
Rmh Financial Associates, Inc. Reisterstown MD 04/2001 Present
  • 06/2001 → Present
    Axa Advisors, Llc
    New York, NY
  • 10/2013 → Present
    Richard M. Hoffman Cpa, Llc
    Reisterstown, MD
  • 06/2016 → Present
    Baltimore, MD
  • 11/2014 → Present
    Foundation & Trust Service Llc
    Reisterstown, MD
  • 04/2001 → Present
    Rmh Financial Associates, Inc.
    Reisterstown, MD
Previous Registrations
Other Businesses

Richard M. Hoffman CPA, LLC - Richard M. Hoffman CPA, LLC 901 Dulaney Valley Road, Suite 610 Towson, MD 21204 - Certified Public Accountant approx. compensation is 300,000.00 . ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY MEMBER, ROUBEN AND VIOLET JIJI FOUNDATION, TRADING IS WITHIN THE POWERS GIVEN TO ME BY THE TRUST AGREEMENT, I AM ENTITLED TO COMPENSATION IN ACCORDANCE WITH THE TRUST AGREEMENT. ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY MEMBER, THE ORPHANS COURT OF MARYLAND GIVES ME THE POWER TO AFFECT TRADES, AND GOVERNS EXECUTOR COMPENSATION. TWENTY-SEVEN HOOKS LANE LLC, MEMBER OF A LIMITED LIABILITY COMPANY, OWNER/MEMBER, START DATE 7/1/94, 1 HR MONTH, NO COMPENSATION, DOES HAVE A BANK ACCOUNT FOR THIS ENTITY, RICHARD HOFFMAN T/A TWENTY-SEVEN HOOKS LANE LLC, AM A SIGNATOR ON THE ACCOUNT WHICH IS LISTED UNDER MY SOCIAL SECURITY NUMBER. I CURRENTLY USE THIS EMAIL ADDRESS FOR MY ACCOUNTING BUSINESS RHOFFMAN@HCFANDL.COM. UNIVERSITY OF MARYLAND CHILDREN'S HOSPITAL BOARD OF VISITORS, 737 W LOMBARD ST., BALTIMORE, MD 21201, MEMBER OF THE BOARD OF VISITORS, NON-FISCAL HOSPITAL DECISION MAKING, START DATE 6/11/14, 4 HOURS MONTH. Board Member Learning Pathways Foundation Inc. and The Child Growth & Development Corporation 901 Dulaney Valley Rd, Suite 610 Towson, MD 21204 - Acting President as executor for the estate of Richard A. Chase - 10 hours a month - approx compensation is approx 30,000

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-09
  • S66 Uniform Combined State Law Examination
    2001-08-09
Designations

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