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44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-09-27 |
Branch Locations
44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Norcross | GA | 01/2015 | Present |
| Amj Financial Wealth Management, Llc | Leesburg | VA | 01/2015 | Present |
1)OUTSIDE INSURANCE SALES;NOT INVESTMENT RELATED;ADDRESS VARIES;OUTSIDE (DIRECT) INSURANCE SALES;INSURANCE SALES;1/2015;8-10 HRS/MONTH;.25 HRS DURING TRADING;OFFERING INSURANCE SOLUTIONS TO CLIENTS AS NEEDED 2)REGISTERED REPRESENTATIVE OF OSAIC. A REGISTERED BROKER/DEALER LO ACTED AT 5185 PEACHTREE PARKWAY, SUITE 280, NORCROSS, GA, BEGAN 1-5-15 AND INVOLVES APPROXIMATELY 25% OF A 40 HOUR WEEK. 3)INDEPENDENT INSURANCE AGENT POSITION: Director of Financial Planning NATURE: Licensed insurance agent with active Virginia Life & Health License for placing business through Highland Capital Brokerage, insurance brokerage. Commissions flow through to firm and I am not compensated for insurance recommendations or coverage placed or in force. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 44160 Scholar Plaza #490, Leesburg VA 20176, United States DESCRIPTION: In our hybrid, dual-registered firm capacity, I periodically provide insurance related recommendations and quotes that our clients can implement on their own to purchase insurance with or without our assistance through Highland Capital Brokerage, our insurance brokerage.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-12 |
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