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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist32 years in industry

DANA GEORGE SIPPEL

Advisor at GLASSMAN WEALTH SERVICES, LLC

NORTH BETHESDA, MD | ROCKVILLE, MD | VIENNA, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2002 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: 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: Dec 28, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63|S65
First exam: Dec 28, 1993
First registration: Jan 16, 2002
Dual registered: no
Other names: DANA SIPPEL
IAPD individual key: 2441591

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
GLASSMAN WEALTH SERVICES, LLC	Independent wealth	Apr 21, 2017	n/a	yes	VIENNA, VA\|NORTH BETHESDA, MD\|ROCKVILLE, MD	Current employment
WEST FINANCIAL SERVICES, INC.	Independent wealth	Jul 17, 2009	Apr 5, 2017	no	MCLEAN, VA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Nov 30, 2006	Mar 5, 2009	no	CHEVY CHASE, MD\|MCLEAN, VA	Previous registration
SBSB FINANCIAL ADVISORS	Former SEC adviser	Jan 16, 2002	Dec 4, 2006	no	MCLEAN, VA	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
WEST FINANCIAL SERVICES, INC.	GLASSMAN WEALTH SERVICES, LLC	Apr 5, 2017	Apr 21, 2017	16	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WEST FINANCIAL SERVICES, INC.	Mar 5, 2009	Jul 17, 2009	134	Firm change	Other
SBSB FINANCIAL ADVISORS	BANC OF AMERICA INVESTMENT SERVICES, INC.	Dec 4, 2006	Nov 30, 2006	-4	Firm change	Other

Relationships

Registered with (4)

→ GLASSMAN WEALTH SERVICES, LLCRegistered adviserregistration: current employment
Apr 21, 2017 to presentfactForm ADV
→ WEST FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 17, 2009 to Apr 5, 2017factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 30, 2006 to Mar 5, 2009factForm ADV
→ SBSB FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 16, 2002 to Dec 4, 2006factForm ADV

Dated events

No dated event names this entity yet.