Brian Bourdon

Current Employers

Employment History

• 02/2015 → 10/2016
  Cuna Mutual Group
  Waverly, IA
• 02/2015 → 10/2016
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2016 → 03/2018
  Scottrade, Inc.
  Burtonsville, MD
• 03/2018 → 09/2018
  Extended Travel - None
  Reston, VA
• 09/2018 → 11/2018
  Bridgemark Wealth Management
  Rockville, MD
• 11/2018 → 12/2018
  Unemployed
  Restonb, VA
• 01/2019 → 12/2019
  Bluepoint Financial, Llc
  Bethesda, MD
• 02/2019 → 11/2019
  Nylife Securities Llc
  Bethesda, MD
• 04/2019 → 11/2019
  Eagle Strategies Llc
  Bethesda, MD
• 01/2020 → 05/2022
  Wells Fargo Bank, Na
  Ashburn, VA
• 01/2020 → 05/2022
  Wells Fargo Clearing Services, Llc
  Ashburn, VA
• 05/2022 → 10/2023
  Truist Investment Services, Inc.
  Mclean, VA
• 05/2022 → 10/2023
  Truist Advisory Services, Inc.
  Mclean, VA
• 06/2024 → 09/2025
  Wells Fargo Clearing Services, Llc
  Reston, VA
• 06/2024 → 09/2025
  Wells Fargo Bank, Na
  Reston, VA
• 11/2023 → 06/2024
  Unemployed
  Reston, VA
• 12/2025 → Present
  Td Bank N.A.
  Springfield, VA
• 12/2025 → Present
  Td Private Client Wealth Llc
  Springfield, VA

Previous Registrations

• 2024-06-27 → 2025-10-06
  Wells Fargo Clearing Services, Llc
  Columbia, MD
  Reston, VA
  Mclean, VA
• 2022-06-09 → 2023-10-31
  Truist Advisory Services, Inc.
  Mclean, VA
• 2020-02-07 → 2022-06-06
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Ashburn, VA
• 2019-04-23 → 2019-12-12
  Eagle Strategies Llc
  Bethesda, MD
• 2018-09-10 → 2018-12-05
  Bridgemark Wealth Management
  Rockville, MD
• 2017-01-30 → 2018-03-07
  Scottrade Investment Management
  Saint Louis, MO
• 2015-03-12 → 2016-11-07
  Cuna Brokerage Services, Inc.
  Fairfax, VA
  Farifax, VA
  Waverly, IA
  Reston, VA
  Frederick, MD
  Rockville, MD
  Greenbelt, MD
  Germantown, MD
  Gaithersburg, MD
  Gaithersburg, MD
  Bethesda, MD
• 2014-04-16 → 2015-02-06
  Ov Capital
  Alexandria, VA
• 2008-09-10 → 2009-06-26
  Ov Capital
  Alexandria, VA
• 2007-02-14 → 2008-09-05
  Bay Capital Advisors, Llc
  Vienna, VA
• 2005-08-11 → 2007-02-12
  Ferris, Baker Watts, Llc
  Reston, VA
  Mclean, VA
  Reston, VA

Other Businesses

HAPPY HOUR AT THE END OF THE WORLD (PODCAST), NOT INV RELATED, ALEXANDRIA, VA, 100% OWNERSHIP, START 6/12/24. 4 HRS PER MONTH, 0 HRS DURING TRADING, CONTENTS ARE CURRENT EVENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-04-27
• S65 Uniform Investment Adviser Law Examination
  2014-04-08

Other Names

• Brian Justin Bourdon
• Brian Bourdon
• Brian J Bourdon