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Westbourne Investment Advisors Inc. CRD 144571
$449M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
410 Severn Avenue Ste 409, Annapolis, MD 21403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-01-06 |
Branch Locations
410 Severn Avenue Ste 409, Annapolis, MD 21403 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | Bethesda | MD | 01/2016 | Present |
| Bay Bridge Capital Management, Llc | Bethseda | MD | 04/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-10 |
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