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Mark Burkhardt

Stonebrook Investment, LLC

Ashburn, VA

CRD 2027111

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Employer firm

Stonebrook Investment, LLC CRD 168359

$38.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Stonebrook Investment, Llc

20937 Ashburn Road Suite 200, Ashburn, VA 20147 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-24
FL RA APPROVED 2018-09-25
NC RA APPROVED 2018-08-30
VA RA APPROVED 2013-07-17
  • TX RA
    APPROVED_RES
    Since 2021-05-24
  • FL RA
    APPROVED
    Since 2018-09-25
  • NC RA
    APPROVED
    Since 2018-08-30
  • VA RA
    APPROVED
    Since 2013-07-17

Branch Locations

20937 Ashburn Road Suite 200, Ashburn, VA 20147 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonebrook Investment, Llc Fairfax VA 07/2013 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-29
S63 Uniform Securities Agent State Law Examination 1990-03-07
  • S65 Uniform Investment Adviser Law Examination
    1999-11-29
  • S63 Uniform Securities Agent State Law Examination
    1990-03-07
Other Names
  • Mark Burkhardt
  • Mark Burkhardt Andino
  • Andino Burkhardt

View on SEC IAPD

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