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Justin Travers Roudiez

White Oak Wealth Management

Columbia, MD

Columbia, MD

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Current Employers
White Oak Wealth Management

8840 Stanford Boulevard Suite 4000, Columbia, MD 21045 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-01-03
  • MD RA
    APPROVED
    Since 2019-01-03

Branch Locations

8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045 • United States

8840 Stanford Boulevard Suite 4000, Columbia, MD 21045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Annapolis MD 02/2012 01/2017
Northwestern Mutual Investment Services, Llc Annapolis MD 08/2009 01/2017
John J. Horrigan & Associates Annapolis MD 02/2012 01/2017
Northwestern Mutual Investment Services, Llc Annapolis MD 03/2008 01/2017
Northwestern Mutual Wealth Management Company Annapolis MD 05/2012 01/2017
Oakmont Wealth Advisory, Llc Columbia MD 01/2019 Present
Unemployed Annapolis MD 01/2017 01/2019
  • 02/2012 → 01/2017
    Northwestern Mutual Life Insurance Company
    Annapolis, MD
  • 08/2009 → 01/2017
    Northwestern Mutual Investment Services, Llc
    Annapolis, MD
  • 02/2012 → 01/2017
    John J. Horrigan & Associates
    Annapolis, MD
  • 03/2008 → 01/2017
    Northwestern Mutual Investment Services, Llc
    Annapolis, MD
  • 05/2012 → 01/2017
    Northwestern Mutual Wealth Management Company
    Annapolis, MD
  • 01/2019 → Present
    Oakmont Wealth Advisory, Llc
    Columbia, MD
  • 01/2017 → 01/2019
    Unemployed
    Annapolis, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-26
  • S66 Uniform Combined State Law Examination
    2008-03-26
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
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Other Investors

KEVIN MICHAEL LINK
CHRISTOPHER ANTHONY SCHIPSKE
CHRISTOPHER ANTHONY SADOWSKI
YA MENG
EMELIA ADUTWUMWAA SARBENG
ZHIYUAN ZHANG
Yan Zhang
NIANKE MA

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
MML INVESTORS SERVICES, LLC · Columbia, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD
WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

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