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Dana George Sippel

Glassman Wealth Services, LLC

Vienna, VA

North Bethesda, MD

Rockville, MD

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Current Employers
Glassman Wealth Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-07-17
VA RA APPROVED 2017-04-21
  • MD RA
    APPROVED
    Since 2018-07-17
  • VA RA
    APPROVED
    Since 2017-04-21

Branch Locations

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

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

Rockville, MD • 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
West Financial Services, Inc Mclean VA 06/2009 04/2017
Glassman Wealth Services, Llc Vienna VA 04/2017 Present
Previous Registrations
  • 2009-07-17 → 2017-04-05
    West Financial Services, Inc.
    Mclean, VA
  • 2006-11-30 → 2009-03-05
    Banc Of America Investment Services, Inc.
    Chevy Chase, MD
    Mclean, VA
  • 2002-01-16 → 2006-12-04
    Sbsb Financial Advisors
    Mclean, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-01-29
S65 Uniform Investment Adviser Law Examination 1993-12-28
  • S63 Uniform Securities Agent State Law Examination
    2007-01-29
  • S65 Uniform Investment Adviser Law Examination
    1993-12-28
Designations
Other Names
  • Dana Sippel

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

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