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William Jesse Dwenger

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-09-28
VA RA APPROVED 2022-09-28
  • IN RA
    APPROVED
    Since 2022-09-28
  • VA RA
    APPROVED
    Since 2022-09-28

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
Mason Investment Advisory Services, Inc. Reston VA 06/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-05
Designations

View on SEC IAPD

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Other Offices

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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