Inactive

Brian Paul Windsor

Bogart Wealth, LLC

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Current Employers

Bogart Wealth, Llc

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-10-25
VA	RA	APPROVED	2022-05-05

TX RA
APPROVED

Since 2022-10-25
VA RA
APPROVED

Since 2022-05-05

Branch Locations

Vienna, VA • United States

2010 Corporate Ridge Suite 900, 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

Organization	City	State	From	To
Fidelity Investments	Washington	DC	10/2010	04/2022
Bogart Wealth	Mclean	VA	05/2022	Present

10/2010 → 04/2022

Fidelity Investments

Washington, DC
05/2022 → Present

Bogart Wealth

Mclean, VA

Previous Registrations

2018-07-13 → 2022-04-13

Fidelity Personal And Workplace Advisors

Boston, MA
2010-11-12 → 2018-07-13

Strategic Advisers Llc

Washington, DC

Bellevue, WA

Washington, DC
2008-11-21 → 2010-10-14

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Washington, DC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-11-21
S63	Uniform Securities Agent State Law Examination	2007-05-01

S66 Uniform Combined State Law Examination

2007-11-21
S63 Uniform Securities Agent State Law Examination

2007-05-01

Designations

View on SEC IAPD

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