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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 2024-01-26
  • VA RA
    APPROVED
    Since 2024-01-26

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • 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
Unitedplanners Financial Services Of America Scottsdale AZ 08/2016 07/2020
Pegasus Financial Group Chantilly VA 09/2016 07/2020
Sagevest Wealth Management Mclean VA 07/2020 12/2023
Amj Financial Wealth Management Llc Leesburg VA 01/2024 Present
Previous Registrations
Other Businesses

1. INSURANCE AGENT. NON-INVESTMENT RELATED. CHATILLY, VA. LIFE-INSURANCE SALES. AGENT. 2 HOURS/MONTH NON-SECURITIES TRADING. 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-17
S63 Uniform Securities Agent State Law Examination 2011-08-06
  • S65 Uniform Investment Adviser Law Examination
    2011-10-17
  • S63 Uniform Securities Agent State Law Examination
    2011-08-06
Designations
Other Names
  • Matthew Ryan Albritton

View on SEC IAPD

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