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Adam James Knapik

Reston Wealth Management

Reston, VA

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Current Employers
Reston Wealth Management

1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-07-13
  • VA RA
    APPROVED
    Since 2021-07-13

Branch Locations

1984 Isaac Newton Square West Suite 107, Reston, VA 20190-5039 • 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
Charles Schwab & Co., Inc. Annapolis MD 07/2015 07/2021
Charles Schwab Bank Ssb Annapolis MD 11/2016 07/2021
Reston Wealth Management Reston VA 07/2021 Present
Previous Registrations
  • 2015-11-30 → 2021-08-03
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Lone Tree, CO
    Tysons Corner, VA
    Arlington, VA
    Bethesda, MD
    Annapolis, MD
    Bethesda, MD
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
  • S66 Uniform Combined State Law Examination
    2015-11-30

View on SEC IAPD

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WEALTHSPIRE ADVISORS

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MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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