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West Financial Services, Inc. CRD 137497
$2.84B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-21 |
| VA | RA | APPROVED | 2022-05-24 |
Branch Locations
14941 Shady Grove Road, Rockville, MD 20850 • United States
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | Wilmington | DE | 04/2014 | 01/2020 |
| Wilmington Trust | Baltimore | MD | 01/2020 | 04/2022 |
| West Financial Services, Inc. | Mclean | VA | 04/2022 | Present |
VIGMA LLC is a vacation rental business (non-security investments) located at 1 W Virginia Ave, Milton, DE 19968. Marianna is a co-owner and dedicates approximately 10 hours per month to managing the business. She does not devote any time to this business during securities trading hours.
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