Gregory Dean Mattingly

Current Employers

Preston Wealth Advisors, Llc.

1886 Metro Center Drive Suite 620, Reston, VA 20190 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2014-04-25

VA RA
APPROVED

Since 2014-04-25

Branch Locations

1886 Metro Center Drive Suite 620, Reston, VA 20190 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Preston Wealth Advisors Llc	Reston	VA	01/2013	Present

01/2013 → Present

Preston Wealth Advisors Llc

Reston, VA

Previous Registrations

2013-01-22 → 2014-04-23

Preston Wealth Advisors, Llc.

Reston, VA
2012-06-27 → 2012-12-31

Preston Wealth Management Llc

Boca Raton, FL
2008-01-09 → 2012-05-21

Xml Securities

Bethesda, MD

Fairfax, VA

Falls Church, VA
2007-01-29 → 2008-01-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA
2005-07-27 → 2006-09-20

Ameriprise Financial Services, Llc

Centreville, VA

Centreville, VA

Other Businesses

PRESTON WEALTH ADVISORS LLC; INVESTMENT-RELATED; RESTON, VA; IA FIRM; OWNER; 01/2013 TO PRESENT; HE SPENDS AT LEAST 50 HRS/WK,12 MO/YEAR ON THIS BUSINESS; DUTIES:CFP, ALL FINANCIAL PLANNING, BRINGING IN CLIENTS, ALL TRADING, CLIENT RELATIONSHIPS, ACCOUNTING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-22

S66 Uniform Combined State Law Examination

2005-06-22

Designations

Other Names

Greg Mattingly

View on SEC IAPD

Current Employers

Preston Wealth Advisors, Llc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews