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Current Employers
Amj Financial Wealth Management Llc

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2018-09-15
TX RA APPROVED_RES 2017-03-27
  • VA RA
    APPROVED
    Since 2018-09-15
  • TX RA
    APPROVED_RES
    Since 2017-03-27

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Amj Financial Wealth Management Llc Ashburn VA 08/2007 Present
Osaic Wealth, Inc. Norcross GA 02/2014 Present
Previous Registrations
  • 2007-08-31 → 2012-05-31
    Herndon, VA
    Richmond, VA
    Ashburn, VA
  • 2006-11-29 → 2007-08-31
    Kalos Management
    Ponte Vedra Beach, FL
Other Businesses

1) OSAIC WEALTH, INC. INVESTMENT RELATED. LEESBURG, VA. REGISTERED REPRESENTATIVE. <5 HRS/MONTH; <1 HR DURING TRADING HOURS. 2) APPOINTMENT WITH MULTIPLE CARRIERS;INVESTMENT-RELATED;44160 SCHOLAR PLAZA,STE.490,LEESBURG,VA 20176;INSURANCE;AGENT;12/01/1998;<5 HRS/MONTH;<1 HR DURING TRADING;INSURANCE AGENT 3) Loudoun Estate Planning Council; not investment related;estate planning council;president;7/2017;<5 hrs/month;<1 hr during trading;help organize & grow membership,general business 4) Rental property; investment-related;2248 Sandfiddler Rd,Virginia Beach,VA 23456;personal rental income property;6/2019;<1% hrs/month;0 hrs during trading;beach rental with negative net income 5) ANGELA AND BRETT BENDER; POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018; ADDRESS: 435790 Old Kinderhook Dr., Ashburn VA 20147, United States; DESCRIPTION: oversight of inventory 6) AMJ FINANCIAL LLC; POSITION: Agent NATURE: LLC for Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 44160 Scholar Plaza, Leesburg VA 20176, United States; DESCRIPTION: Review policies and make recommendations on improvement if necessary 7) AMJ FINANCIAL WEALTH MANAGEMENT LLC; POSITION: CEO NATURE: RIA, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2012; ADDRESS: 44160 Scholar Plaza, Suite 490, Leesburg VA 20176, United States; DESCRIPTION: Client Advisor, CCO, CIO, CEO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-28
  • S66 Uniform Combined State Law Examination
    2006-11-28
Designations
Other Names
  • Angela Ruth Mullis

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