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David Ronald Petersen

Fsa Wealth Partners

Rockville, MD

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Current Employers
Fsa Wealth Partners

One Church Street Suite 901, Rockville, MD 20850 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 1990-10-25
  • MD RA
    APPROVED
    Since 1990-10-25

Branch Locations

One Church Street Suite 901, Rockville, MD 20850 • 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
Financial Services Advisory, Inc. Rockville MD 02/1982 Present
  • 02/1982 → Present
    Financial Services Advisory, Inc.
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-12-09
S63 Uniform Securities Agent State Law Examination 1980-10-27
  • S65 Uniform Investment Adviser Law Examination
    1991-12-09
  • S63 Uniform Securities Agent State Law Examination
    1980-10-27
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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