Naj Altaf

Current Employers

Employment History

• 09/1999 → Present
  Chevy Chase Financial Services
  Bethesda, MD
• 05/2010 → Present
  Capital One Investment Services Llc
  Bethesda, MD
• 01/2015 → Present
  Capital One Sharebuilder, Inc.
  Mclean, VA
• 01/2015 → Present
  Sharebuilder 401K
  Seattle, WA
• 07/2018 → Present
  Woodbury Financial Services, Inc.
  Mclean, VA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Mclean, VA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Bethesda, MD

Previous Registrations

• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Olney, MD
  Vienna, VA
  Bethesda, MD
• 2015-01-28 → 2018-07-12
  Capital One Advisors, Llc
  Seattle, WA
  Mclean, VA
• 2010-04-26 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 1998-05-22 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Other Businesses

1) CAPITAL HARVEST WEALTH PARTNERS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 150 START DATE: 07/12/2018 ADDRESS: 4350 East West Hwy, Suite 510, Bethesda MD 20814, United States DESCRIPTION: Investment Advisory Services 2) NAJAF ALTAF AHMED POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/21/2019 ADDRESS: 8381 Old Courthouse Rd, Suite 160, Vienna VA 22182, United States DESCRIPTION: Insurance planning as part of the broader financial planning process

Exams

• S66 Uniform Combined State Law Examination
  1998-02-13

Other Names

• Naj Altaf Ahmed
• Naj Ahmed
• Naj Altaf
• Najaf Altaf Ahmed
• Najaf Ahmed
• Najaf Altaf