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Patricia Powell Houlihan

Houlihan Financial Resource Group, Ltd.

Ashburn, VA

CRD 1300173

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Employer firm

Houlihan Financial Resource Group, Ltd. CRD 116670

$357M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Houlihan Financial Resource Group, Ltd.

20405 Exchange Street Suite 371, Ashburn, VA 20147 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2002-05-29
  • VA RA
    APPROVED
    Since 2002-05-29

Branch Locations

20405 Exchange Street Suite 371, 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
Houlihan Financial Resource Group, Ltd. Reston VA 08/1999 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-11-01
S63 Uniform Securities Agent State Law Examination 1984-10-25
  • S65 Uniform Investment Adviser Law Examination
    1991-11-01
  • S63 Uniform Securities Agent State Law Examination
    1984-10-25
Designations
  • Certified Financial Planner
Other Names
  • Patricia P Schupp
  • Patricia H Edwards

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

CHRISTOPHER J THOMPSON
WILLIAM FROGALE
JOSEPH ALTSCHULER

Nearby Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA

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