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Patrick F Fitzgerald

West Financial Services, Inc.

Mclean, VA

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Current Employers
West Financial Services, Inc.

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-06
  • VA RA
    APPROVED
    Since 2021-07-06

Branch Locations

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Capital Management Pittsburgh PA 02/2012 09/2017
The Brookings Institution Washington DC 10/2017 06/2021
West Financial Services, Inc. Mclean VA 06/2021 Present
  • 02/2012 → 09/2017
    Janney Capital Management
    Pittsburgh, PA
  • 10/2017 → 06/2021
    The Brookings Institution
    Washington, DC
  • 06/2021 → Present
    West Financial Services, Inc.
    Mclean, VA
Previous Registrations
  • 2006-09-14 → 2009-06-18
    Edelman Financial Services, Llc
    Fairfax, VA
  • 2005-01-13 → 2006-08-07
    Chevy Chase Financial Services
    Bethesda, MD
    Bethesda, MD
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-22
  • S66 Uniform Combined State Law Examination
    2004-12-22
Designations

View on SEC IAPD

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