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8530 Shepherdstown Pike, Shepherdstown, WV 25443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-02-17 |
Branch Locations
8530 Shepherdstown Pike, Shepherdstown, WV 25443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Virginia University | Morgantow | WV | 08/2012 | 12/2016 |
| Texas Tech University | Lubbock | TX | 06/2018 | 05/2020 |
| Fellowship Of Catholic University Students | Morgantown | WV | 04/2016 | 12/2016 |
| Fellowship Of Catholic University Students | Arnold | MD | 01/2017 | 05/2018 |
| United Capital Financial Advisors | Shepherdstown | WV | 07/2018 | 08/2018 |
| Texas Tech University | Lubbock | TX | 12/2018 | 12/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2020 | 01/2023 |
| Hoxton Planning & Management, Llc | Shepherdstown | WV | 01/2023 | Present |
1) VOLUNTEER WITH THE CFP BOARD COMPETENCY STANDARDS COMMISSION. I EVALUATE THE ADEQUACY OF THE CFP BOARD COMPETENCY STANDARDS FOR CURRENT CFP'S AND CANDIDATES. START DATE: 01/2023. APPROXIMATELY FOUR HOURS PER MONTH DEVOTED TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-04 |
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