Best Investors Account Sign in
Inactive

Frances Elizabeth Spurry

Tred Avon Family Wealth, LLC

Easton, MD

Claim This Profile
Current Employers
Tred Avon Family Wealth, Llc

8603 Commerce Drive Suite 7A, Easton, MD 21601 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-08
TX RA APPROVED 2026-01-08
MD RA APPROVED 2025-05-09
  • NY RA
    APPROVED
    Since 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08
  • MD RA
    APPROVED
    Since 2025-05-09

Branch Locations

8603 Commerce Drive Suite 7A, Easton, MD 21601 • 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
Tred Avon Family Wealth, Llc Easton CT 12/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-16
S63 Uniform Securities Agent State Law Examination 1998-09-09
  • S65 Uniform Investment Adviser Law Examination
    1998-09-16
  • S63 Uniform Securities Agent State Law Examination
    1998-09-09
Designations
Other Names
  • Frances Elizabeth Spurry
  • Beth Spurry
  • Elizabeth Spurry Keller
  • Elizabeth Spurry Keller

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CHARLES SCHWAB & CO., INC.
FBB CAPITAL PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

BRETT MITCHELL SAUSE
SCOTT WHEATLEY EGLSEDER
Gretchen P Straczewski
SEMENE ANNE GILDEN
WILLIAM B QUICK
DEBORAH JORDAN ELMES
STEPHANIE LYNN SAUNDERS
THERESA SHARON DURNBAUGH

Other Offices

EAGLE STRATEGIES LLC · EASTON, MD
COMMONWEALTH FINANCIAL NETWORK · EASTON, MD
MORGAN STANLEY · Easton, MD
PNC WEALTH MANAGEMENT LLC · EASTON, MD
ROBERT W. BAIRD & CO. INCORPORATED · EASTON, MD
CHARLES SCHWAB & CO., INC. · Easton, MD
FBB CAPITAL PARTNERS · EASTON, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EASTON, MD

More in Easton, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor