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3110 Fairview Park Drive Suite 900, Falls Church, VA 22042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-04 |
| VA | RA | APPROVED | 2000-12-01 |
Branch Locations
3110 Fairview Park Drive Suite 900, Falls Church, VA 22042 • 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 |
|---|---|---|---|---|
| Cjm Wealth Advisers, Ltd. | Fairfax | VA | 09/1997 | Present |
1) START JANUARY 1, 2006 - CO-DIRECTOR OF THE FINANCIAL PLANNING ASSOCIATION NATIONAL CAPITAL CHAPTER. CO-DIRECTOR OF SPONSORSHIPS. 2) START JANUARY 1, 2006 - AUTHOR OF BOOK ON FINANCIAL PLANNING FOR GENERATION X 2) START JANUARY 1, 2006 - AUTHOR OF BOOK ON FINANCIAL PLANNING FOR GENERATION X 3.) MEMBER OF THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA), THE STANDARD BEARER FOR FEE-ONLY, FIDUCIARY FINANCIAL ADVISORS since JUNE 3, 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
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