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Inactive

Brian Steven Ullsperger

Andersen

Mclean, VA

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Current Employers
Andersen

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-09
DC RA APPROVED 2024-12-09
VA RA APPROVED 2011-08-02
  • CA RA
    APPROVED
    Since 2024-12-09
  • DC RA
    APPROVED
    Since 2024-12-09
  • VA RA
    APPROVED
    Since 2011-08-02

Branch Locations

1861 International Drive, Suite 501, 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
Wtas Llc Mclean VA 03/2010 Present
  • 03/2010 → Present
    Wtas Llc
    Mclean, VA
Previous Registrations
  • 2007-08-10 → 2010-07-09
    Capital Fiduciary Advisors, Inc.
    Leesburg, VA
  • 2006-10-27 → 2007-10-15
    Usf Advisors, Llc
    Houston, TX
  • 1997-07-08 → 2005-03-02
    Charles Schwab & Co., Inc.
    VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-03-03
  • S63 Uniform Securities Agent State Law Examination
    1995-03-03
Other Names
  • Brian Ullsperger
  • Brian S Ullsperger

View on SEC IAPD

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Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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