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Jason Ross Dallacqua

Crest Wealth Advisors LLC

Annapolis, MD

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Current Employers
Crest Wealth Advisors Llc

111 Forbes St. Ste 100, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-08
  • MD RA
    APPROVED
    Since 2021-01-08

Branch Locations

111 Forbes St. Ste 100, Annapolis, MD 21401 • 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
Investment Planning Associates, Inc. Rockville MD 08/2012 11/2020
Crest Wealth Advisors Llc Annapolis MD 05/2020 Present
  • 08/2012 → 11/2020
    Investment Planning Associates, Inc.
    Rockville, MD
  • 05/2020 → Present
    Crest Wealth Advisors Llc
    Annapolis, MD
Previous Registrations
  • 2018-01-02 → 2020-11-13
    Investment Planning Associates Inc
    Rockville, MD
  • 2013-05-29 → 2017-12-31
    Investment Planning Associates Inc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-10
  • S65 Uniform Investment Adviser Law Examination
    2013-05-10
Designations
Other Names
  • Sason Ross Dallacqua

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD
CETERA INVESTMENT ADVISERS LLC · Annapolis, MD
RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD
MARINER INDEPENDENT · Annapolis, MD
EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD
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