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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-09-21 |
Branch Locations
Hendershot Financial Group 203 Brookes Avenue, Gaithersburg, MD 20877 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2006-06-23 |
Branch Locations
1 Research Court Suite 450, Rockville, MD 20850 • United States
1309 Pennsylvania Ave., Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Gaithersburg | MD | 06/2006 | Present |
| Sovereign Bank | Hagerstown | MD | 08/2004 | Present |
ISN NETWORK POSITION: Agent offering long term care and life insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2016 ADDRESS: 1525 Faraday Ave. Suite 140, Carlsbad CA 92008 DESCRIPTION: Presenting long term care and life insurance options to clients as part of comprehensive planning. WOMEN'S GIVING CIRCLE OF WASHINGTON COUNTY POSITION: Member NATURE: Fund of the Community Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2004 ADDRESS: 37 S Potomac Street, Hagerstown MD 21740, United States DESCRIPTION: Engage membership to support women's philanthropy mission. MAGNOLIA FOUNDATION, INC. POSITION: Board Member NATURE: Charity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Mailstop 2947, 44 W Franklin Street, Hagerstown MD 21742, United States DESCRIPTION: Advise when needed regarding charitable distributions and other opportunities HENDERSHOT FINANCIAL GROUP POSITION: Senior VP and Branch Sales Manager NATURE: Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2009 ADDRESS: 1 Research Court, Suite 450, ROCKVILLE MD 20850, United States DESCRIPTION: Branch sales management and business development HOSPICE OF WASHINGTON COUNTY POSITION: Member of Development Committee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/02/2017 ADDRESS: 1710 Underpass Way, Suite 300, Hagerstown MD 21740, United States DESCRIPTION: Attend committee meetings and support fundraisers PERINI PROPERTIES POSITION: Co-Owner NATURE: Real Estate - Rental Properties INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/1994 ADDRESS: 1076 Lindsay Lane, Hagerstown MD 21742, United States DESCRIPTION: From time to time I take calls or answer messages if there are maintenance needs. The amount of gross rents is what I put below under total gross compensation for the properties. WALK THE WALK POSITION: Vice President, Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/09/2023 ADDRESS: 1 Research Court, Suite 450, ROCKVILLE MD 20850, United States DESCRIPTION: Oversight, marketing and promotion MEDSOURCE POSITION: Vice Chair and Board member NATURE: MedSource Community Services, Inc. provides residential choices for Maryland's disabled residents. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020 ADDRESS: 16619 Hunters Green Pkwy #300, Hagerstown MD 21740, United States DESCRIPTION: Serve on the Board of Directors BARBARA INGRAM SCHOOL FOR THE ARTS FOUNDATION POSITION: Honorary Board of Directors NATURE: Non-profit foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: 7 S Potomac Street, Hagerstown MD 21740, United States DESCRIPTION: sit on committees and help with fundraising initiatives. Together Again LLC Position: Managing partner/owner Nature: Own real estate Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 10/21/2025 Address: 1309 Pennsylvania Avenue Hagerstown, MD 21742 Description: Purchase home Campaign Treasurer for Lara Shepherd in her campaign for Washington County Commissioner in Maryland Position: Treasurer Nature: Political Campaign Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 11/10/2025 Address: 13546 Paradise Church Rd, Hagerstown, MD 21741 Description: Accounting for campaign contributions and expenditures and filing reports
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
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