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David Christopher Quinn

Pine Harbor Wealth Management LLC

Fairfax, VA

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Current Employers
Pine Harbor Wealth Management Llc

8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-09-20
  • VA RA
    APPROVED
    Since 2022-09-20

Branch Locations

8280 Willow Oaks Corporate Drive Suite 600, Fairfax, VA 22031 • 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
Dimensional Fund Advisors Sydney 07/2012 02/2017
Cogien Washington DC 02/2017 07/2017
United Income, Inc. Washington DC 07/2017 10/2019
Wealthcare Advisory Partners, Llc D/B/A Pine Harbor Wealth Washington DC 12/2019 07/2022
Pine Harbor Wealth Management Llc Silver Spring MD 10/2019 12/2024
The Connemara Group, Inc. Rockville MD 10/2021 12/2023
Advicecloud Financial Technology, Inc. Falls Church VA 01/2022 Present
Marstone, Inc. Providence RI 10/2020 12/2023
Pine Harbor Wealth Management Llc Fairfax VA 12/2024 Present
  • 07/2012 → 02/2017
    Dimensional Fund Advisors
    Sydney
  • 02/2017 → 07/2017
    Cogien
    Washington, DC
  • 07/2017 → 10/2019
    United Income, Inc.
    Washington, DC
  • 12/2019 → 07/2022
    Wealthcare Advisory Partners, Llc D/B/A Pine Harbor Wealth
    Washington, DC
  • 10/2019 → 12/2024
    Silver Spring, MD
  • 10/2021 → 12/2023
    The Connemara Group, Inc.
    Rockville, MD
  • 01/2022 → Present
    Advicecloud Financial Technology, Inc.
    Falls Church, VA
  • 10/2020 → 12/2023
    Marstone, Inc.
    Providence, RI
  • 12/2024 → Present
    Fairfax, VA
Previous Registrations
  • 2021-10-29 → 2023-12-14
    The Connemara Group, Llc
    Gaithersburg, MD
    Washington, DC
  • 2019-12-23 → 2022-07-25
    West Chester, PA
    Washington, DC
  • 2017-12-01 → 2019-12-05
    Capital One Investing, Inc.
    Washington, DC
Other Businesses

1. AdviceCloud Financial Technology, Inc.; Investment related; 1307 Robinson Pl, Falls Church, VA, 22046. Nature of business: Software provider; Tile: CEO; Start: 01/2022; Approximately 10 hours per month; 10 hours per month during securities trading hours; Duties: CEO/owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-03
  • S65 Uniform Investment Adviser Law Examination
    2017-07-03
Designations

View on SEC IAPD

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