Carrie Eloise Durbin Beren

Current Employers

Wbh Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-26
MD	RA	APPROVED	2021-09-03

TX RA
APPROVED

Since 2023-10-26
MD RA
APPROVED

Since 2021-09-03

Branch Locations

Baltimore, MD • 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

Organization	City	State	From	To
Pinnacle Advisory Group, Inc.	Columbia	MD	03/2014	04/2021
Congress Wealth Management Llc	Columbia	MD	04/2021	09/2021
Wbh Advisory, Inc.	Baltimore	MD	09/2021	Present

03/2014 → 04/2021

Pinnacle Advisory Group, Inc.

Columbia, MD
04/2021 → 09/2021

Congress Wealth Management Llc

Columbia, MD
09/2021 → Present

Wbh Advisory, Inc.

Baltimore, MD

Previous Registrations

2021-04-19 → 2021-09-09

Cw Advisors, Llc

Columbia, MD

Boston, MA
2014-04-01 → 2021-05-17

Pinnacle Advisory Group, Inc.

Columbia, MD
2012-07-13 → 2014-03-06

Bb&T Investment Services, Inc.

Charlotte, NC

Frederick, MD
2008-07-21 → 2012-06-29

Durbin Financial Advisors, Inc.

Columbia, MD

Towson, MD

Other Businesses

Malvern Stonebridge LLC; investment-related; 201 E 5th Street, Suite 1200, Sheridan, WY 82801; estate planning; Manager; started 07/2019; approximately 1 hour per month, none during securities trading hours; manager of a family LLC for estate planning purposes.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-07-24
S65	Uniform Investment Adviser Law Examination	2008-07-19

S63 Uniform Securities Agent State Law Examination

2012-07-24
S65 Uniform Investment Adviser Law Examination

2008-07-19

Designations

Other Names

Carrie Eloise Durbin

View on SEC IAPD