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Amy Hayes Showalter

Arbor Private Wealth, LLC

Ashburn, VA

CRD 7574117

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Employer firm

Arbor Private Wealth, LLC CRD 315812

$160M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Arbor Private Wealth, Llc

44679 Endicott Drive Suite 300, Ashburn, VA 20147 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-06-16
  • VA RA
    APPROVED
    Since 2022-06-16

Branch Locations

44679 Endicott Drive Suite 300, Ashburn, VA 20147 • 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
Arbor Private Wealth, Llc Ashburn VA 04/2022 Present
Northern Virginia Volleyball Association Sterling VA 06/2020 04/2022
Ashburn Crossfit Ashburn VA 06/2015 06/2020
Homemaker Ashburn VA 12/2013 Present
  • 04/2022 → Present
    Ashburn, VA
  • 06/2020 → 04/2022
    Northern Virginia Volleyball Association
    Sterling, VA
  • 06/2015 → 06/2020
    Ashburn Crossfit
    Ashburn, VA
  • 12/2013 → Present
    Homemaker
    Ashburn, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16

View on SEC IAPD

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