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Trent James Templer

Templer Wealth Management, LLC

Vienna, VA

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Current Employers
Templer Wealth Management, Llc

8000 Towers Crescent Dr. Suite 1350, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2019-11-05
  • VA RA
    APPROVED
    Since 2019-11-05

Branch Locations

8000 Towers Crescent Dr. Suite 1350, Vienna, VA 22182 • 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
Sentinel Wealth Management, Inc. Reston VA 06/2015 09/2019
Templer Wealth Management, Llc Vienna VA 09/2019 Present
Previous Registrations
  • 2015-06-02 → 2019-10-23
    Sentinel Wealth Management, Inc.
    Reston, VA
  • 2011-01-26 → 2015-05-26
    Usaa Financial Planning Services
    Mclean, VA
    Vienna, VA
  • 2008-03-18 → 2011-01-19
    Keel Point Advisors, Llc
    Vienna, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-17
S63 Uniform Securities Agent State Law Examination 2007-07-17
  • S65 Uniform Investment Adviser Law Examination
    2008-03-17
  • S63 Uniform Securities Agent State Law Examination
    2007-07-17
Designations

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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