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Patricia Markell Mchugh

Barnstone Advisors LLC

Phoenixville, PA

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Current Employers
Barnstone Advisors Llc

388 W. Pothouse Road Suite A, Phoenixville, PA 19460 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-09
PA RA APPROVED 2021-03-26
  • TX RA
    APPROVED
    Since 2025-04-09
  • PA RA
    APPROVED
    Since 2021-03-26

Branch Locations

388 W. Pothouse Road Suite A, Phoenixville, PA 19460 • 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
Hotaling Investment Management, Llc Wayne PA 04/2015 03/2021
Barnstone Advisors Llc Phoenixville PA 03/2021 Present
  • 04/2015 → 03/2021
    Hotaling Investment Management, Llc
    Wayne, PA
  • 03/2021 → Present
    Barnstone Advisors Llc
    Phoenixville, PA
Previous Registrations
  • 2016-12-22 → 2021-03-19
    Hotaling Investment Management, Llc
    Wayne, PA
  • 2005-02-28 → 2012-02-06
    Spartan Capital Management, Llc
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-29
S66 Uniform Combined State Law Examination 2002-07-09
  • S65 Uniform Investment Adviser Law Examination
    2016-11-29
  • S66 Uniform Combined State Law Examination
    2002-07-09
Designations
Other Names
  • Patricia Anne Erickson
  • Trish Erickson
  • Patricia Markell Mchugh
  • Patricia Anne Markell

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
BOUVEL INVESTMENT PARTNERS, LLC
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Other Investors

JULIA A BRUFKE WENGER
SEAN K OSBORN
Liam Joseph DiFonzo
Derrick J Arnold
ANTHONY LEE NICOLAI
ALFRED DAVID BARBATO
John Aneser
JAMES BRINTON DETWILER

Other Offices

OSAIC WEALTH, INC. · PHOENIXVILLE, PA
LPL FINANCIAL LLC · PHOENIXVILLE, PA
BARNSTONE ADVISORS LLC · PHOENIXVILLE, PA
J.P. MORGAN SECURITIES LLC · Phoenixville, PA
VERMILLION & WHITE WEALTH MANAGEMENT GROUP · PHOENIXVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Phoenixville, PA
CETERA INVESTMENT ADVISERS LLC · PHOENIXVILLE, PA
BOUVEL INVESTMENT PARTNERS, LLC · PHOENIXVILLE, PA

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