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Donald Megliola is a registered investment advisor, based in Reston, VA, with 28 years of industry experience.
Location
12020 Sunrise Valley Dr., Ste 380, Reston, VA, 20191
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Regulatory History (3)
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Customer Dispute
April 2017Settled
Customer Dispute
March 2015Withdrawn
Customer Dispute
April 2013Settled
Other Business ActivitiesSells Insurance
Donald is an independent insurance agent since 2002, selling and servicing life, long-term care, and disability products, dedicating a few hours per week. He is also the owner of Sunrise Wealth Partners LLC and an advisory representative of CIRA, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2014 - Present · 12 yrs 2 mos
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Fulcrum Advisory Services, LLC
November 2006 - March 2014 · 7 yrs 4 mos
Fulcrum Securities, LLCBroker
November 2006 - March 2014 · 7 yrs 4 mos
Ing Financial Partners, INC
July 2002 - December 2006 · 4 yrs 5 mos
Ing Financial Partners, INC.Broker
June 2002 - December 2006 · 4 yrs 6 mos
Prudential Securities Incorporated
March 1999 - July 2002 · 3 yrs 4 mos
Prudential Securities IncorporatedBroker
March 1998 - July 2002 · 4 yrs 4 mos
State Registrations40 states
ALAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPARISCTNTXUTVAWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.