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Richard Jonathan Stolz

West Financial Services, Inc.

Mclean, VA

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Current Employers
West Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-10-09
  • VA RA
    APPROVED
    Since 2018-10-09

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
OrganizationCityStateFromTo
West Financial Services Mclean VA 10/2018 07/2023
Dmi Bethesda MD 08/2016 09/2018
Rma Laos Vientiane 07/2012 07/2018
West Financial Services Mclean VA 07/2023 Present
  • 10/2018 → 07/2023
    West Financial Services
    Mclean, VA
  • 08/2016 → 09/2018
    Dmi
    Bethesda, MD
  • 07/2012 → 07/2018
    Rma Laos
    Vientiane
  • 07/2023 → Present
    West Financial Services
    Mclean, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-15
  • S63 Uniform Securities Agent State Law Examination
    2011-09-15
Designations
Other Names
  • Jonathan Stolz
  • R. Jonathan Stolz

View on SEC IAPD

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