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David B Trenner

D'ORazio Wealth Advisors

Vienna, VA

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Current Employers
D'ORazio Wealth Advisors

8614 Westwood Center Drive Suite 310, Vienna, VA 22182 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-09
VA RA APPROVED 2013-05-29
  • TX RA
    APPROVED
    Since 2021-11-09
  • VA RA
    APPROVED
    Since 2013-05-29

Branch Locations

8614 Westwood Center Drive Suite 310, 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
D'ORazio & Associates, Inc. Falls Church VA 06/2012 Present
  • 06/2012 → Present
    D'ORazio & Associates, Inc.
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-28
Designations

View on SEC IAPD

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RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

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

More in Vienna, VA

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