Inactive

Joel Douglas Hosner

Wbh Advisory, Inc.

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Current Employers

Wbh Advisory, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-30
MD	RA	APPROVED	2023-05-09

TX RA
APPROVED

Since 2025-09-30
MD RA
APPROVED

Since 2023-05-09

Branch Locations

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
Lynx Investment Advisory, Llc	Columbia	MD	12/2021	04/2023
Rsd Financial	Columbia	MD	07/2021	12/2021
Financial Planning Association	Baltimore	MD	06/2021	08/2021
Baltimore City Public Schools	Baltimore	MD	08/2015	06/2021
Wbh Advisory, Inc.	Baltimore	MD	05/2023	Present

12/2021 → 04/2023

Lynx Investment Advisory, Llc

Columbia, MD
07/2021 → 12/2021

Rsd Financial

Columbia, MD
06/2021 → 08/2021

Financial Planning Association

Baltimore, MD
08/2015 → 06/2021

Baltimore City Public Schools

Baltimore, MD
05/2023 → Present

Wbh Advisory, Inc.

Baltimore, MD

Previous Registrations

2022-07-11 → 2023-04-28

Lynx Investment Advisory, Llc

Columbia, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-15

S65 Uniform Investment Adviser Law Examination

2021-02-15

Designations

View on SEC IAPD

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Other Investors

JOHN VINCENT REILLY

ARTHUR SHELDON KARAFIN

MEREDITH ANNE MOWEN

MICHAEL ANTHONY MCANDREW

Lauren Kathleen Krieger

Desislava V. Locher

ROBERT SCOTT PIERCE

Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

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