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Advisor at GLASSMAN WEALTH SERVICES, LLC
VIENNA, VA | NORTH BETHESDA, MD | WASHINGTON, DC | STOWE, VT
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 |
|---|---|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES, LLC | Independent wealth | Sep 22, 2011 | n/a | yes | VIENNA, VA|NORTH BETHESDA, MD|STOWE, VT|WASHINGTON, DC | Current employment |
| CONVERGENT WEALTH ADVISORS, LLC | Former SEC adviser | Apr 28, 2008 | Aug 16, 2011 | no | POTOMAC, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONVERGENT WEALTH ADVISORS, LLC | GLASSMAN WEALTH SERVICES, LLC | Aug 16, 2011 | Sep 22, 2011 | 37 | Firm change | Other |