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Bruce C. Angevine

Angevine Financial Group, LLC

Annapolis, MD

CRD 5293179

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Employer firm

Angevine Financial Group, LLC CRD 166660

8 advisory clients

Reported services (Item 5G)

  • SOLICITOR & FINANCIAL CONSULTING

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

Current Employers
Angevine Financial Group, Llc

104 Forbes Street Suite 200, Annapolis, MD 21401-1598 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2013-09-06
  • MD RA
    APPROVED
    Since 2013-09-06

Branch Locations

104 Forbes Street Suite 200, Annapolis, MD 21401-1598 • 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
Angevine Financial Group, Llc Annapolis MD 07/2013 Present
Angevine Financial Group, Llc Annapolis MD 10/2012 Present
Office Of Bruce C. Angevine, Cpa Annapolis MD 01/2015 Present
Previous Registrations
  • 2008-01-07 → 2009-12-31
    Medallion Advisory Services, Llc
    Annapolis, MD
  • 2007-08-14 → 2007-12-31
    Angevine & Associates, P.A.
    Annapolis, MD
Other Businesses

1. 2015 TO PRESENT-OFFICE OF BRUCE C. ANGEVINE, CPA 104 FORBES STREET, STE 200, ANNAPOLIS, MD 21401;TITLE-OWNER/CPA FIRM;DUTIES-TAX COMPLIANCE & PLANNING SERVICES;TIME SPENT-100%;COMPENSATED BY WAGES & PROFITS. 2. 2001 TO PRESENT-MATTHEW 6:33, LLC 104 FORBES STREET, STE 200 ANNAPOLIS, MD 21401;TITLE-PARTNER/RENTAL OF COMMERICAL OFFICE CONDO;DUTIES NEGOTIATE RENT,PAY BILLS & BOOKKEEPING; TIME SPENT-1-2 HRS/MO;COMPENSATED W/ DRAWS AS FUNDS ARE AVAILABLE. 3. 10 MOORING POINT COURT, LLC 104 FORBES STREET, STE 200 ANNAPOLIS, MD 21401;TITLE-PARTNER RENTAL OF RESIDENTIAL TOWNHOUSE; DUTIES-BOOKKEEPING + INTERFACE WITH MGMT CO. AS NEEDED;TIME SPENT-1-2 HRS/MO; COMPENSATED BY DRAWS AS FUNDS ARE AVAILABLE. 4. PSALM 19:1 AVIATION, LLC, STARTED JULY 21, 2010, NON-INVESTMENT RELATED, 1-2 HOURS PER MONTH FOR BOOKKEEPING AND INTERFACING WITH THE MANAGEMENT COMPANY, OWN 99%, SPOUSE OWNS 1%. 5. PERSONALLY OWNED RESIDENTIAL CONDO, 421 HAMLET CLUB DRIVE #306, EDGEWATER, MD, STARTED FEBRUARY 23 2006, NON-INVESTMENT RELATED, 1-2 HOURS PER MONTH FOR BOOKKEEPING AND INTERFACING WITH THE MANAGEMENT CO., OWN 50%, SPOUSE OWNS 50%.

Designations
  • Certified Financial Planner

View on SEC IAPD

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