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Inactive

Lamar J Watson

Dream Financial Planning

Herndon, VA

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Current Employers
Dream Financial Planning

205 Van Buren St Suite 120, Herndon, VA 20170 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2021-04-22
VA RA APPROVED 2019-07-08
  • DC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2021-04-22
  • VA RA
    APPROVED
    Since 2019-07-08

Branch Locations

205 Van Buren St Suite 120, Herndon, VA 20170 • 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
Robert W Baird & Co. Reston VA 07/2007 06/2019
Dream Financial Planning, Llc Reston VA 06/2019 Present
  • 07/2007 → 06/2019
    Robert W Baird & Co.
    Reston, VA
  • 06/2019 → Present
    Dream Financial Planning, Llc
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-19
  • S66 Uniform Combined State Law Examination
    2006-06-19
Designations
Other Names
  • Lamar J Watson

View on SEC IAPD

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MITCHELL DAVID MAHONEY
AMY ANN BRANDTS
James Douglas Birks
JAMES MICHAEL BIRKS

Other Offices

TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
TRUIST ADVISORY SERVICES, INC. · HERNDON, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HERNDON, VA
BIRKS FINANCIAL CORP. · HERNDON, VA
WELLS FARGO CLEARING SERVICES, LLC · HERNDON, VA
EAGLE STRATEGIES LLC · HERNDON, VA
NORTHWEST FINANCIAL ADVISORS LLC · HERNDON, VA

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