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Joshua Akeroyd Mason

Wbh Advisory, Inc.

Baltimore, MD

Clarksburg, MD

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Current Employers
Wbh Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-26
MD RA APPROVED 2021-09-03
  • TX RA
    APPROVED
    Since 2023-10-26
  • MD RA
    APPROVED
    Since 2021-09-03

Branch Locations

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

Clarksburg, MD • 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
OrganizationCityStateFromTo
Pinnacle Advisory Group, Inc. Columbia MD 03/2007 05/2021
Congress Wealth Management Llc Columbia MD 05/2021 09/2021
Wbh Advisory, Inc Baltimore MD 09/2021 Present
  • 03/2007 → 05/2021
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 05/2021 → 09/2021
    Congress Wealth Management Llc
    Columbia, MD
  • 09/2021 → Present
    Wbh Advisory, Inc
    Baltimore, MD
Previous Registrations
  • 2021-04-19 → 2021-09-09
    Cw Advisors, Llc
    Boston, MA
    Columbia, MD
  • 2007-04-03 → 2021-05-17
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 2005-09-26 → 2007-03-02
    Grove Point Investments, Llc
    Gaithersburg, MD
    Gaithersburg, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-09-02
S63 Uniform Securities Agent State Law Examination 1995-05-16
  • S65 Uniform Investment Adviser Law Examination
    2005-09-02
  • S63 Uniform Securities Agent State Law Examination
    1995-05-16
Designations
Other Names
  • Jake Mason

View on SEC IAPD

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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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