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Inactive

Douglas Hart Birnie

Piedmont Wealth Advisory

Reston, VA

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Current Employers
Piedmont Wealth Advisory

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-25
  • VA RA
    APPROVED
    Since 2024-11-25

Branch Locations

12030 Sunrise Valley Drive Suite 325, Reston, VA 20191 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Mclean VA 02/2009 03/2017
Oakmont Wealth Advisory, Llc Herndon VA 01/2019 12/2024
Oak Barrel Wealth Advisory Llc Reston VA 11/2024 Present
Niagara International Capital Limited Herndon VA 03/2017 12/2017
Hayden Royal Herndon VA 03/2017 01/2019
  • 02/2009 → 03/2017
    Wells Fargo Clearing Services, Llc
    Mclean, VA
  • 01/2019 → 12/2024
    Oakmont Wealth Advisory, Llc
    Herndon, VA
  • 11/2024 → Present
    Oak Barrel Wealth Advisory Llc
    Reston, VA
  • 03/2017 → 12/2017
    Niagara International Capital Limited
    Herndon, VA
  • 03/2017 → 01/2019
    Hayden Royal
    Herndon, VA
Previous Registrations
  • 2019-01-03 → 2024-12-31
    White Oak Wealth Management
    Columbia, MD
  • 2017-03-03 → 2019-01-04
    Hayden Royal
    Herndon, VA
    Charlotte, NC
  • 2009-02-20 → 2017-03-08
    Wells Fargo Clearing Services, Llc
    Mclean, VA
    South Riding, VA
    Mclean, VA
    Mclean, VA
    Chantilly, VA
    Chantilly, VA
  • 2003-03-14 → 2009-02-27
    Banc Of America Investment Services, Inc.
    Mclean, VA
    Mclean, VA
    Mclean, VA
  • 1996-09-10 → 2003-03-19
    Morgan Stanley Dw Inc.
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-11
S63 Uniform Securities Agent State Law Examination 1995-09-18
  • S65 Uniform Investment Adviser Law Examination
    1995-10-11
  • S63 Uniform Securities Agent State Law Examination
    1995-09-18

View on SEC IAPD

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WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
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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