Eric A. Vinores
CATOCTIN RIDGE WEALTH PARTNER
THURMONT, MD 21788
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CRD#: 5652235
Professional summary
Eric A Vinores, CFP®, who also goes by Eric Anthony VInores, Eric Vinores, is a registered financial advisor currently at CATOCTIN RIDGE WEALTH PARTNER located in Thurmont, Maryland and LPL FINANCIAL LLC located in Thurmont, Maryland.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Eric has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Anthony Vinores | Eric Vinores
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 - 05/2025 - Catoctin Ridge Wealth Partner LLC - Registered Investment Advisor Hybrid - Inv Related - At Reported Business Location(s) - 40 Hours/Month - 40 Hours During Trading - Start Date: 10/15/2024 - I provide investment advisory services through Catoctin Ridge Wealth Partner LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2 - 05/2025 - Vinores Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - Start Date 05/01/2012 - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 3 - 05/2025 - Wondering Pig LLC - Real Estate Rental - Inv Related - 1 Hour/Month - 1 Hour During Trading - Thurmont, MD - OBA Start Date: 07/26/2023. 4 - 05/2025 - Peak Benefits Group - Non-Variable Insurance - Inv Related - 15 Hours/Month - 15 Hours During Trading - At Reported Business Location(s) - Start Date: 05/01/2017.
CRS (Client Relationship Summary) - RIA
Click below to view Eric A Vinores's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
November 8, 2024 - Present
CATOCTIN RIDGE WEALTH PARTNER
Office #1: 209 E Main St., Thurmont, MD 21788RIA
CRD#: 333113
THURMONT, MD
Current
May 1, 2025 - Present
LPL FINANCIAL LLC
Office #1: 209 East Main St, Thurmont, MD 21788Office #2: 847 Station St, Herndon, VA 20147RIA
BD
CRD#: 6413
Thurmont, MD
Past
April 1, 2021 - March 17, 2025
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Herndon, VA
Past
January 2, 2020 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Thurmont, MD
Past
January 2, 2020 - May 1, 2025
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Thurmont, MD
Past
August 9, 2013 - December 31, 2019
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
HERNDON, VA
Past
August 9, 2013 - December 31, 2019
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
HERNDON, VA
Past
June 1, 2010 - July 9, 2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
BALTIMORE, MD
Past
August 11, 2009 - July 9, 2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
BALTIMORE, MD
Past
May 7, 2009 - June 25, 2009
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
ARNOLD, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CR
CATOCTIN RIDGE WEALTH PARTNER
BURHON FINANCIAL GROUP | CATOCTIN RIDGE WEALTH PARTNER, LLC | CATOCTIN RIDGE WEALTH PARTNER
CRD#: 333113 / SEC#: 801-131326
RIA
Registered Investment Advisory firm - (10/31/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/1/2025)
RR
Arizona(5/1/2025)
RR
California(5/1/2025)
RR
Connecticut(5/1/2025)
RR
Delaware(5/1/2025)
RR
District of Columbia(5/1/2025)
RR
Florida(5/2/2025)
RR
Louisiana(5/1/2025)
IAR
Maryland(11/8/2024)
RR
Maryland(5/1/2025)
RR
Massachusetts(5/1/2025)
RR
New Jersey(5/1/2025)
RR
New Mexico(5/1/2025)
RR
New York(5/1/2025)
RR
North Carolina(5/1/2025)
RR
Ohio(5/1/2025)
RR
Pennsylvania(5/1/2025)
RR
South Carolina(5/1/2025)
RR
Tennessee(5/1/2025)
IAR
Texas(1/22/2025)
RR
Texas(5/1/2025)
RR
Utah(5/1/2025)
RR
Virginia(5/1/2025)
RR
Washington(5/1/2025)
RR
West Virginia(5/1/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CR
CATOCTIN RIDGE WEALTH PARTNER
BURHON FINANCIAL GROUP | CATOCTIN RIDGE WEALTH PARTNER, LLC | CATOCTIN RIDGE WEALTH PARTNER
CRD#: 333113 / SEC#: 801-131326
RIA
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Contact information
Main Address
209 E Main St., Thurmont, MD 21788
Mailing Address
Phone number
(301) 304-6004
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 706 |
| AUM (Assets Under Management) | $ 102,310,040 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
