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8530 Shepherdstown Pike, Shepherdstown, WV 25443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-09-25 |
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 |
|---|---|---|---|---|
| Hoxton Planning & Management, Llc | Sheperdstown | WV | 05/2024 | Present |
| Martinsburg Institute | Martinsburg | WV | 10/2022 | 05/2024 |
| Taco Bell | Martinsburg | WV | 04/2021 | 10/2022 |
| Sheperd University | Sheperdstown | WV | 08/2020 | 05/2022 |
| Wv Dhhr | Martinsburg | WV | 01/2020 | 02/2021 |
| Winchester Community Mental Health Center | Martinsburg | WV | 06/2019 | 01/2020 |
| Childrens Aid Society | Clearfield | PA | 02/2019 | 05/2019 |
| County Homemakers Inc | Dubois | PA | 01/2019 | 02/2019 |
| Sheperd University | Sheperdstown | WV | 08/2014 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-23 |
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