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9211 Corporate Blvd Suite 200, Rockville, MD 20850 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-06-02 |
| VA | RA | APPROVED | 2025-04-21 |
| MD | RA | APPROVED | 2025-04-08 |
Branch Locations
9211 Corporate Blvd Suite 200, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services | Bethesda | MD | 02/2013 | 04/2022 |
| Securities America, Inc. | Rockville | MD | 04/2022 | 06/2024 |
| Usadvisors Wealth Management | Rockville | MD | 04/2022 | 04/2025 |
| Osaic Wealth, Inc. | Rockville | MD | 06/2024 | 04/2025 |
| Axiom Value Llc | Rockville | MD | 04/2022 | Present |
| Axiom Value Wealth Management Llc | Rockville | MD | 09/2024 | Present |
AXIOM VALUE, LLC POSITION: Founder & President NATURE: Investment, Insurance and Retirement Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 06/04/2021 ADDRESS: 9201 Corporate Blvd, Ste 270, Rockville MD 20850 DESCRIPTION: Investment, insurance and retirement planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-27 |
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