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Conor Jonathan Renn

Wbh Advisory, Inc.

Baltimore, MD

Katy, TX

CRD 7664383

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Employer firm

Wbh Advisory, Inc. CRD 105289

$1.74B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Wbh Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-22
  • TX RA
    APPROVED
    Since 2022-11-22

Branch Locations

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

Katy, TX • 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
Wbh Advisory, Inc. Katy TX 06/2022 Present
Baldwin Investment Management, Llc. Conshohocken PA 05/2015 05/2022
  • 06/2022 → Present
    Wbh Advisory, Inc.
    Katy, TX
  • 05/2015 → 05/2022
    Baldwin Investment Management, Llc.
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-04
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04

View on SEC IAPD

Nearby Firms

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
PATIENT CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC

Nearby Investors

JOHN VINCENT REILLY
ARTHUR SHELDON KARAFIN
AIMEE MAH EUDY

Nearby Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD
PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD
1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

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