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Patricia V. Eddy

Oxford Planning Group, LLC

Woodstock, MD

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Current Employers
Oxford Planning Group, Llc

10713 B Birmingham Way, Woodstock, MD 21163 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-01-03
  • MD RA
    APPROVED
    Since 2017-01-03

Branch Locations

10713 B Birmingham Way, Woodstock, MD 21163 • 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
Strategic Wealth Management Group, Llc Columbia MD 04/2001 09/2016
Strategic Wealth Management Group Columbia MD 01/2009 09/2016
  • 04/2001 → 09/2016
    Strategic Wealth Management Group, Llc
    Columbia, MD
  • 01/2009 → 09/2016
    Strategic Wealth Management Group
    Columbia, MD
Previous Registrations
  • 2009-02-04 → 2016-09-19
    Wealthspire Advisors
    Fulton, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-01-25
  • S65 Uniform Investment Adviser Law Examination
    2009-01-25
Other Names
  • Patricia Joan Vill

View on SEC IAPD

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Other Investors

Jacob Canfield
SHAUN EDDY
Kirsten Elizabeth Calambro
S. PAULINA LEE NEMEC
BRIAN JOSEPH WOODS
DANIEL WOODWARD MULES
CHRISTIN ALLISON SHIFFLETT
JAMES FRANKLIN ADAIR

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Woodstock, MD
EAGLE STRATEGIES LLC · WOODSTOCK, MD
MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD
LPL FINANCIAL LLC · MARRIOTTSVILLE, MD
MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD
MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MARRIOTSVILLE, MD
THRIVENT INVESTMENT MANAGEMENT INC. · Marriottsville, MD

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