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Daniel Faircloth

Berg Faircloth Investment Advisors

Leesburg, VA

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Current Employers
Berg Faircloth Investment Advisors

44135 Woodridge Parkway Suite 200, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-04-15
FL RA APPROVED 2025-04-08
MD RA APPROVED 2025-03-27
NC RA APPROVED 2025-03-27
TX RA APPROVED 2025-03-27
VA RA APPROVED 2025-03-27
  • DC RA
    APPROVED
    Since 2025-04-15
  • FL RA
    APPROVED
    Since 2025-04-08
  • MD RA
    APPROVED
    Since 2025-03-27
  • NC RA
    APPROVED
    Since 2025-03-27
  • TX RA
    APPROVED
    Since 2025-03-27
  • VA RA
    APPROVED
    Since 2025-03-27

Branch Locations

44135 Woodridge Parkway Suite 200, Leesburg, VA 20176 • 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
Bdo Llp Mclean VA 05/2016 11/2018
Berg Faircloth And Company Leesburg VA 12/2018 Present
Berg Faircloth Investment Advisors Corp. Leesburg VA 01/2025 Present
  • 05/2016 → 11/2018
    Bdo Llp
    Mclean, VA
  • 12/2018 → Present
    Berg Faircloth And Company
    Leesburg, VA
  • 01/2025 → Present
    Berg Faircloth Investment Advisors Corp.
    Leesburg, VA
Other Businesses

Daniel Faircloth provides accounting and legal services, ensuring financial accuracy and compliance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2025-03-03
Other Names
  • Daniel Faircloth
  • Ricky C/F Daniel L Faircloth Faircloth

View on SEC IAPD

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RICKY LANDON FAIRCLOTH
ANISE KAYLEY FAIRCLOTH
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JAMES MICHAEL WEHR
Erik Robert Rinehold
Brittany Nicole Janssen

Other Offices

MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA
MML INVESTORS SERVICES, LLC · Lansdowne, VA
SUMMIT FINANCIAL, LLC · LANSDOWNE, VA
AMJ FINANCIAL WEALTH MANAGEMENT LLC · LEESBURG, VA
EDWARD JONES · Ashburn, VA
VALMARK ADVISERS, INC. · ASHBURN, VA
VALMARK ADVISERS, INC. · Ashburn, VA

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