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Gregory Aaron Bitz

Wbh Advisory, Inc.

Surfside, FL

Baltimore, MD

CRD 2807121

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Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Wbh Advisory, Inc.

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-26
MD RA APPROVED 2016-07-07
  • FL RA
    APPROVED
    Since 2021-07-26
  • MD RA
    APPROVED
    Since 2016-07-07

Branch Locations

Surfside, FL • United States

1829 Reisterstown Road, Suite 225, 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
Wbh Advisory, Inc. Surfside FL 07/2016 Present
Previous Registrations
  • 1996-11-22 → 2016-07-18
    Metropolitan Financial Group, Inc.
    Chevy Chase, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-11
  • S65 Uniform Investment Adviser Law Examination
    1996-10-11
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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