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David Robert Gilbert

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2004-01-02
CA RA APPROVED 2003-12-05
VA RA APPROVED 2002-01-08
  • TX RA
    APPROVED_RES
    Since 2004-01-02
  • CA RA
    APPROVED
    Since 2003-12-05
  • VA RA
    APPROVED
    Since 2002-01-08

Branch Locations

11130 Sunrise Valley Drive Suite 200, Reston, VA 20191 • 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
Mason Investment Advisory Services Reston VA 07/2001 Present
Mason Securities, Inc. Reston VA 07/2001 10/2025
  • 07/2001 → Present
    Mason Investment Advisory Services
    Reston, VA
  • 07/2001 → 10/2025
    Mason Securities, Inc.
    Reston, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-11-27
S65 Uniform Investment Adviser Law Examination 2001-07-27
  • S63 Uniform Securities Agent State Law Examination
    2001-11-27
  • S65 Uniform Investment Adviser Law Examination
    2001-07-27
Designations

View on SEC IAPD

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MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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