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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

DANIEL TROSCH

Advisor at WEST FINANCIAL SERVICES, INC.

MCLEAN, VA

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Search this name across graphsid dfx:ria:e024f0fb-a79e-c9f5-a24d-d4a41218d297

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2003 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: WEST FINANCIAL SERVICES, INC.
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 7, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Jan 7, 2003
Dual registered: no
Other names: DAN TROSCH
IAPD individual key: 2226554

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
WEST FINANCIAL SERVICES, INC.	Independent wealth	Jul 10, 2018	n/a	yes	MCLEAN, VA	Current employment
FORTIGENT, LLC	Former SEC adviser	Mar 7, 2006	May 26, 2015	no	ROCKVILLE, MD	Previous registration
WEST FINANCIAL SERVICES, INC.	Independent wealth	Nov 14, 2005	Feb 28, 2006	no	MCLEAN, VA	Previous registration
WEST FINANCIAL SERVICES INC	n/a	Jan 7, 2003	Nov 14, 2005	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
FORTIGENT, LLC	WEST FINANCIAL SERVICES, INC.	May 26, 2015	Jul 10, 2018	1,141	Firm change after gap	Other
WEST FINANCIAL SERVICES, INC.	FORTIGENT, LLC	Feb 28, 2006	Mar 7, 2006	7	Firm change	Other
WEST FINANCIAL SERVICES INC	WEST FINANCIAL SERVICES, INC.	Nov 14, 2005	Nov 14, 2005	0	Firm change	Other

Relationships

Registered with (3)

→ WEST FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 14, 2005 to Feb 28, 2006factForm ADV
→ FORTIGENT, LLCRegistered adviserregistration: previous registration
Mar 7, 2006 to May 26, 2015factForm ADV
→ WEST FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Jan 7, 2003 to Nov 14, 2005factForm ADV

Dated events

No dated event names this entity yet.