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8530 Shepherdstown Pike, Shepherdstown, WV 25443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-08-16 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Hagerstown | MD | 10/2015 | 11/2023 |
| Arbor Private Wealth, Llc | Ashburn | VA | 11/2023 | 08/2024 |
| Hoxton Planning & Management | Shepherdstown | WV | 08/2024 | Present |
1) Licensed Insurance Agent; Not Investment Related; At Reported Business Location; Insurance sales; 160 hrs/month, 160hrs/month during securities trading hours; Duties: Sale of insurance products. 2) Real Estate-Owner, Garnder Lane, Shepherdstown WV 25443. Farm Rent-non investment related. 0 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-15 |
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