John Cory Hoffer

Current Employers

Employment History

• 06/2007 → 09/2025
  Osaic Wealth, Inc.
  Richmond, VA
• 06/2007 → Present
  Osaic Wealth, Inc.
  Richmond, VA
• 09/2025 → Present
  Hermitage Wealth Management, Inc.
  Richmond, VA

Previous Registrations

• 2000-11-20 → 2018-11-02
  Signator Investors, Inc.
  Henrico, VA
  Henrico, VA
  Raleigh, NC

Other Businesses

1. HERMITAGE PROPERTIES, LLC POSITION: Member NATURE: Structure of business: Limited Liability Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2007 ADDRESS: 13263 Apdon Court, Richmond VA 23238, United States DESCRIPTION: Rental property owner. 2. DUTCHESS PROPERTIES, LLC POSITION: Member/Owner NATURE: LLC to house existing residential rental home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 13263 Apdon Court, Richmond VA 23238, United States DESCRIPTION: LLC to house existing residential rental home. I own and maintain the property. 3. Hermitage Wealth; Officer/Director; S Corporation; Approximately 120 hours per month (120 hours during securities trading hours); Start date - 01/01/2025; 3761 Westerre Parkway, Suite G, Richmond, VA, 23233; Provide investment advice to outside parties and maintain administration and compliance duties within the independent RIA. 4. Hermitage Wealth Management; Insurance Broker; Sole Proprietor; Approximately 5 hours per month (5 hours during securities trading hours); Start date - 06/01/2017 3761 Westerre Parkway, Suite G, Richmond, VA, 23233; I solicit and service fixed insurance products for clients who need insurance. 5. PRELOROM, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2024 ADDRESS: 12900 Patterson Ave, Richmond VA 23238, United States DESCRIPTION: Member/owner of an LLC that owns real property. 6. Hermitage Wealth Management, Inc. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2007 ADDRESS: 3761 Westerre Parkway, Ste G Richmond VA 23233 DESCRIPTION: President, CEO, Financial Planner, Investment Advisor Representative 7. AUBURN OAK HOLDINGS, LLC POSITION: Single Member NATURE: LLC that owns a real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2026 ADDRESS: 13263 Apdon Court, Richmond VA 23238, United States DESCRIPTION: Own and operate the real estate in the LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-25
• S63 Uniform Securities Agent State Law Examination
  2000-05-22

Designations

Other Names

• John-Cory Hoffer