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Fsa Wealth Partners CRD 104513
$820M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Church Street Suite 901, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 1990-10-25 |
Branch Locations
One Church Street Suite 901, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Services Advisory, Inc. | Rockville | MD | 02/1982 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-27 |
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