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Stefan Nicholas Patchan

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-01
  • VA RA
    APPROVED
    Since 2024-11-01

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • 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
Mason Investment Advisory Services, Inc. Reston VA 06/2022 Present
Unemployed Arlington VA 09/2021 06/2022
Tfc Consulting, Inc. Rockville MD 05/2018 09/2021
Virginia Tech Blacksburg VA 09/2017 05/2018
Dunkin Doughnuts Rockville MD 05/2017 09/2017
Virginia Tech University Blacksburg VA 09/2016 05/2017
Dunkin Donuts Rockville MD 05/2016 09/2016
  • 06/2022 → Present
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 09/2021 → 06/2022
    Unemployed
    Arlington, VA
  • 05/2018 → 09/2021
    Tfc Consulting, Inc.
    Rockville, MD
  • 09/2017 → 05/2018
    Virginia Tech
    Blacksburg, VA
  • 05/2017 → 09/2017
    Dunkin Doughnuts
    Rockville, MD
  • 09/2016 → 05/2017
    Virginia Tech University
    Blacksburg, VA
  • 05/2016 → 09/2016
    Dunkin Donuts
    Rockville, MD
Designations

View on SEC IAPD

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MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

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
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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