Inactive

Patrick Francis Mcnamara

Glassman Wealth Services, LLC

North Bethesda, MD

Claim This Profile

Current Employers

Glassman Wealth Services, Llc

8000 Towers Crescent Drive Suite 1450, Vienna, VA 22182 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-06
MD	RA	APPROVED	2024-02-06
VA	RA	APPROVED	2024-02-06

TX RA
APPROVED

Since 2024-11-06
MD RA
APPROVED

Since 2024-02-06
VA RA
APPROVED

Since 2024-02-06

Branch Locations

Rockville, MD • United States

11810 Grand Park Ave #500, North Bethesda, MD 20852 • United States

8000 Towers Crescent Drive Suite 1450, 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

Organization	City	State	From	To
Kpmg	Mclean	VA	03/2019	01/2021
Us Marine Corps	Camp Pendleton	CA	01/2015	03/2019
Campbell Wealth	Alexandria	VA	03/2022	05/2022
Pathstone	Potomac	MD	06/2022	01/2024
Glassman Wealth Services, Llc	Vienna	VA	02/2024	Present
First Financial Group	Bethesda	MD	01/2021	02/2022

03/2019 → 01/2021

Kpmg

Mclean, VA
01/2015 → 03/2019

Us Marine Corps

Camp Pendleton, CA
03/2022 → 05/2022

Campbell Wealth

Alexandria, VA
06/2022 → 01/2024

Pathstone

Potomac, MD
02/2024 → Present

Glassman Wealth Services, Llc

Vienna, VA
01/2021 → 02/2022

First Financial Group

Bethesda, MD

Previous Registrations

2022-10-26 → 2024-01-18

Pathstone

Englewood, NJ

Potomac, MD
2022-05-04 → 2022-05-24

Campbell Wealth Management, Inc.

Alexandria, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-13

S66 Uniform Combined State Law Examination

2022-04-13

Designations

View on SEC IAPD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor