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Advisor at THE HOERNER PLANNING GROUP, LLC
MIDDLEBURG, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE HOERNER PLANNING GROUP, LLC | Independent wealth | Jul 2, 2024 | n/a | yes | MIDDLEBURG, VA | Current employment |
| LUCID ASSET MANAGEMENT, LLC | n/a | May 26, 2009 | Jan 25, 2012 | no | WESTPORT, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LUCID ASSET MANAGEMENT, LLC | THE HOERNER PLANNING GROUP, LLC | Jan 25, 2012 | Jul 2, 2024 | 4,542 | Firm change after gap | Other |