DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RESTON WEALTH MANAGEMENT
RESTON, 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 |
|---|---|---|---|---|---|---|
| RESTON WEALTH MANAGEMENT | Independent wealth | Jul 13, 2021 | n/a | yes | RESTON, VA | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 30, 2015 | Aug 3, 2021 | no | Phoenix, AZ|Lone Tree, CO|Tysons Corner, VA|Arlington, VA|Bethesda, MD|Annapolis, MD|Bethesda, MD|Washington, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | RESTON WEALTH MANAGEMENT | Aug 3, 2021 | Jul 13, 2021 | -21 | Firm change | Ibd to RIA |