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44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-01-26 |
Branch Locations
44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-06 |
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