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.

Current firm

GLASSMAN WEALTH SERVICES, LLC

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 13, 2022

First registration

May 4, 2022

Dual registered

no

IAPD individual key

7301902

• Occurred

  Jan 18, 2024
  Advisor changed firm

  Patrick Francis Mcnamara left Pathstone for Glassman Wealth Services, Llc (registered 2024-02-06)

  Form ADVobserved 5 days ago
• Occurred

  May 24, 2022
  Advisor changed firm

  Patrick Francis Mcnamara left Campbell Wealth Management, Inc. for Pathstone (registered 2022-10-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2127656b-0560-289d-e25b-5a5710a6a8c0

First observed

May 4, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.