Charles Whitebread has been an investment adviser representative at Hoxton Wealth USA since March 2025, and is not listed among the firm’s executive officers or direct owners.
Hoxton Wealth USA LLC is an Orlando, FL firm with $804M under management, 1,378 clients and 34 advisers across 13 offices, as of its August 2026 filing.
Investment adviser representative registrations
Charles Whitebread is registered as an investment adviser representative in Texas, as a resident of Texas, since March 2025.
- TexasResidentSince 13 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles Roy Whitebread
- CRD
- 8050557
- Firm
- Hoxton Wealth USA · CRD 307387
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Charles Whitebread work?
Charles Whitebread is an investment adviser representative registered through Hoxton Wealth USA LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Charles Whitebread a financial advisor?
Yes. Charles Whitebread has a current investment-adviser registration in Texas, through Hoxton Wealth USA since March 2025.
How many years of experience does Charles Whitebread have?
Charles Whitebread has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Charles Whitebread passed?
Charles Whitebread passed the Series 65 in February 2025.
Is Charles Whitebread registered with FINRA?
No. Charles Whitebread has no current broker registration.
How can I verify Charles Whitebread’s record?
Search CRD 8050557 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Whitebread’s full registration record.