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Current Employers
Akre Capital Management, Llc

2 West Marshall Street, Middleburg, VA 20117 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-02-28
DC RA APPROVED 2013-11-20
MD RA APPROVED 2013-09-27
VA RA APPROVED 2013-09-25
  • FL RA
    APPROVED
    Since 2014-02-28
  • DC RA
    APPROVED
    Since 2013-11-20
  • MD RA
    APPROVED
    Since 2013-09-27
  • VA RA
    APPROVED
    Since 2013-09-25

Branch Locations

2 West Marshall Street, Middleburg, VA 20117 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Akre Capital Management Middleburg VA 03/2012 Present
Foreside Fund Services, Llc Middleburg VA 10/2014 Present
  • 03/2012 → Present
    Akre Capital Management
    Middleburg, VA
  • 10/2014 → Present
    Foreside Fund Services, Llc
    Middleburg, VA
Previous Registrations
  • 2011-10-11 → 2012-03-20
    Truist Investment Services, Inc.
    Leesburg, VA
    Sterling, VA
    Sterling, VA
    Sterling, VA
    Leesburg, VA
    Ashburn, VA
  • 2010-10-06 → 2011-09-07
    Mclean, VA
  • 2006-02-06 → 2008-08-18
    Bofa Advisors, Llc
    Boston, MA
Other Businesses

1) AKRE CAPITAL MANAGEMENT, LLC, MIDDLEBURG, VA, INVESTMENT REALTED-RIA; MANAGING DIRECTOR, INSTITUTIONAL FUND DISTRIBUTION; START DATE 3/17/2012, MUTUAL FUND WHOLESALING, 200 HOURS PER MONTH WITH ALL DURING SECURITIES TRADING HOURS. 2) AIRBNB RENTAL, PURCELLVILLE, VA, NON-INVESTMENT RELATED, AIRBNB RENTA, START DATE 08/23/2018, LANDLORD, 0 HOURS PER MONTH. 3) Investment Company Insititute; Non-Investment related; Washington, DC; Trade Organization; Committee Member; Give presentations on sales/marketing ideas and perspectives, and network; Start 10/24/2020; 3 Hours Per Month; 3 Hours During trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-03
  • S66 Uniform Combined State Law Examination
    2006-02-03
Other Names
  • Devon Ramirez

View on SEC IAPD

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