DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner13 years in industry

AARON LIEGE WESTON

Advisor at FSA WEALTH PARTNERS

ROCKVILLE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ade94834-1bfc-b678-c8b9-1cd701e6347f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FSA WEALTH PARTNERS
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: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 1, 2013
First registration: Mar 4, 2013
Dual registered: no
Other names: AARON WESTON|AARON L WESTON
IAPD individual key: 6138077

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FSA WEALTH PARTNERS	Independent wealth	Mar 17, 2021	n/a	yes	ROCKVILLE, MD	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 13, 2017	Feb 5, 2021	no	Bethesda, MD	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 17, 2014	Oct 20, 2017	no	WASHINGTON, DC	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 17, 2014	Oct 20, 2017	no	WASHINGTON, DC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 4, 2013	May 30, 2014	no	CHANDLER, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	FSA WEALTH PARTNERS	Feb 5, 2021	Mar 17, 2021	40	Firm change	Ibd to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Oct 20, 2017	Dec 13, 2017	54	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 20, 2017	Jun 17, 2014	-1,221	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	May 30, 2014	Jun 17, 2014	18	Firm change	Other

Relationships

Registered with (5)

→ FSA WEALTH PARTNERSRegistered adviserregistration: current employment
Mar 17, 2021 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 13, 2017 to Feb 5, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 17, 2014 to Oct 20, 2017factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 17, 2014 to Oct 20, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 4, 2013 to May 30, 2014factForm ADV

Dated events

No dated event names this entity yet.