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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-05 |
Branch Locations
118 N St. Asaph St Suite A, Alexandria, VA 22314 • United States
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Alexandria | VA | 06/2006 | 02/2021 |
| Bb&T Securities, Llc | Alexandria | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Alexandria | VA | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2022 |
| Momentum Independent Network | Dallas | TX | 03/2022 | 05/2024 |
| Lpl Financial | Alexandria | VA | 05/2024 | 02/2025 |
| United Advisor Group Dba Joseph Wealth Management | Cincinnati | OH | 12/2025 | Present |
| Joseph Wealth Management | Alexandria | VA | 09/2024 | Present |
1)03/11/2024 - Notary - state of VA - Inv Rel - Start: 12/2010 2)09/2024; Joseph Wealth Management dba UAG; Yes-investment related; 118 N St. Asaph St Suite A, Alexandria VA 22314; Wealth Management; Client Service Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-11 |
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