Inactive

Tanya Brittingham Carson

West Financial Services, Inc.

CRD 5980091

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Employer firm

West Financial Services, Inc. CRD 137497

$2.84B regulatory AUM 43 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

West Financial Services, Inc.

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2017-02-21

VA RA
APPROVED

Since 2017-02-21

Branch Locations

2010 Corporate Ridge Road Ste 530, 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
West Financial Services	Mclean	VA	02/2016	11/2017
West Financial Services	Mclean	VA	11/2017	10/2020
West Financial Services	Mclean	VA	10/2020	09/2022
West Financial Services	Mclean	VA	09/2022	Present

02/2016 → 11/2017

West Financial Services

Mclean, VA
11/2017 → 10/2020

West Financial Services

Mclean, VA
10/2020 → 09/2022

West Financial Services

Mclean, VA
09/2022 → Present

West Financial Services

Mclean, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-02-21

S65 Uniform Investment Adviser Law Examination

2017-02-21

View on SEC IAPD

Nearby Firms

BLUESTONE INVESTMENT MANAGER, LLC

WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

SEAN WILLIAM HOSTY

ANIE T ZAROOKIAN

NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA

MORGAN STANLEY · Mclean, VA

WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

More in Mclean, VA

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