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2 West Marshall Street, Middleburg, VA 20117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-07 |
Branch Locations
2 West Marshall Street, Middleburg, VA 20117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pgim Investments,Llc | Warrenton | VA | 02/2012 | 10/2023 |
| Prudential Investment Management Services Llc | Haymarket | VA | 03/2012 | 10/2023 |
| Pgim Investments,Llc | Haymarket | VA | 03/2012 | 10/2023 |
| Akre Capital Management, Llc | Middleburg | VA | 11/2023 | Present |
| Foreside Fund Services, Llc | Middleburg | VA | 12/2023 | Present |
1) Akre Capital Management LLC; Investment Related; Middleburg, VA; Asset Management; Director, Institutional Fund Distribution; Start 11/2023; 160 hours per month 2) Thunder Oak Governance, INC; Non-Investment Related; Home Owner's Association; President; Start 06/2019; 10 hours per month, 0 during trading hours; Serve as the President of the Thunder Oak HOA; work with the treasurer, architectural review committee, grounds committee, and be the primary point of contact for homeowners. 3) John O'Bannon III & Brittany L O'Bannon; Investment Related; Rental Property; No Position; Start 06/2022; 1 hour per month; 0 during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-18 |
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