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RIA / WealthAdvisorCertified Financial Planner18 years in industry

CARRIE ELOISE DURBIN BEREN

Advisor at WBH ADVISORY, INC.

BALTIMORE, MD

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Search this name across graphsid dfx:ria:df2177d9-66ea-8b45-7284-d2210eb1e202

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 21, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WBH ADVISORY, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 19, 2008
First registration: Jul 21, 2008
Dual registered: no
Other names: CARRIE ELOISE DURBIN
IAPD individual key: 5503753

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WBH ADVISORY, INC.	Independent wealth	Sep 3, 2021	n/a	yes	BALTIMORE, MD\|BALTIMORE, MD	Current employment
CW ADVISORS, LLC	Independent wealth	Apr 19, 2021	Sep 9, 2021	no	COLUMBIA, MD\|BOSTON, MA	Previous registration
PINNACLE ADVISORY GROUP, INC.	Former SEC adviser	Apr 1, 2014	May 17, 2021	no	COLUMBIA, MD	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Jul 13, 2012	Mar 6, 2014	no	CHARLOTTE, NC\|FREDERICK, MD	Previous registration
DURBIN FINANCIAL ADVISORS, INC.	Former SEC adviser	Jul 21, 2008	Jun 29, 2012	no	COLUMBIA, MD\|TOWSON, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CW ADVISORS, LLC	WBH ADVISORY, INC.	Sep 9, 2021	Sep 3, 2021	-6	Firm change	RIA to RIA
PINNACLE ADVISORY GROUP, INC.	CW ADVISORS, LLC	May 17, 2021	Apr 19, 2021	-28	Firm change	RIA to RIA
BB&T INVESTMENT SERVICES, INC.	PINNACLE ADVISORY GROUP, INC.	Mar 6, 2014	Apr 1, 2014	26	Firm change	Other
DURBIN FINANCIAL ADVISORS, INC.	BB&T INVESTMENT SERVICES, INC.	Jun 29, 2012	Jul 13, 2012	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107757:310873:MD:2021-05-17	May 17, 2021	Apr 19, 2021	COLUMBIA, MD	Firm change

Relationships

Registered with (5)

→ WBH ADVISORY, INC.Registered adviserregistration: current employment
Sep 3, 2021 to presentfactForm ADV
→ CW ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2021 to Sep 9, 2021factForm ADV
→ PINNACLE ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Apr 1, 2014 to May 17, 2021factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 13, 2012 to Mar 6, 2014factForm ADV
→ DURBIN FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 21, 2008 to Jun 29, 2012factForm ADV

Dated events

No dated event names this entity yet.