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Daniel Michael Goldstein

Andersen

Mclean, VA

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Current Employers
Andersen

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-08-07
  • VA RA
    APPROVED
    Since 2024-08-07

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
Icma-Rc Washington DC 07/2016 11/2020
United Income Mclean VA 11/2020 05/2022
Andersen Tax Llc Mclean VA 05/2022 Present
  • 07/2016 → 11/2020
    Icma-Rc
    Washington, DC
  • 11/2020 → 05/2022
    United Income
    Mclean, VA
  • 05/2022 → Present
    Andersen Tax Llc
    Mclean, VA
Previous Registrations
  • 2020-12-22 → 2022-05-18
    Capital One Investing, Inc.
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-11
  • S65 Uniform Investment Adviser Law Examination
    1994-11-11
Designations
Other Names
  • Daniel Goldstein

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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