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Antoine Basil Orr

Plancorr Wealth Management, LLC

Nottingham, MD

CRD 3198264

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Employer firm

Plancorr Wealth Management, LLC CRD 148336

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Plancorr Wealth Management, Llc

Nottingham, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-09
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-09

Branch Locations

Nottingham, MD • 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
Plancorr Wealth Management, Llc Laurel MD 08/2008 Present
Self Employed Laurel MD 06/1998 Present
Previous Registrations
Other Businesses

SELF-EMPLOYED; NON-INVESTMENT RELATED; P.O. Box 44129 Nottingham, MD, 21236; INSURANCE SERVICES; INDEPENDENT INSURANCE AGENT; 06/1998; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-30
S63 Uniform Securities Agent State Law Examination 1999-04-13
  • S65 Uniform Investment Adviser Law Examination
    2008-06-30
  • S63 Uniform Securities Agent State Law Examination
    1999-04-13

View on SEC IAPD

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