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Gary Neil Aiken

Concord Wealth Partners

Rockville, MD

Fairfax, VA

Abingdon, VA

Concord Asset Management, LLC

Fairfax, VA

Abingdon, VA

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Current Employers
Concord Wealth Partners

955 West Main Street, Abingdon, VA 24210-2427 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-09
MD RA APPROVED 2025-04-03
  • VA RA
    APPROVED
    Since 2025-04-09
  • MD RA
    APPROVED
    Since 2025-04-03

Branch Locations

11400 Rockville Pike Suite 500, Rockville, MD 20852 • United States

Fairfax, VA • United States

955 West Main Street, Abingdon, VA 24210-2427 • United States

Concord Asset Management, Llc

955 West Main Street, Abingdon, VA 24210 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-12-01
  • VA RA
    APPROVED
    Since 2022-12-01

Branch Locations

Fairfax, VA • United States

955 West Main Street, Abingdon, VA 24210 • 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
Aafmaa Reston VA 06/2013 02/2020
Aafmaa Wealth Management & Trust Llc Reston VA 02/2020 05/2022
Aafmaa Wealth Management & Trust Llc Reston VA 05/2022 11/2022
Concord Wealth Management Fairfax VA 12/2022 Present
Concord Asset Management Fairfax VA 12/2022 Present
  • 06/2013 → 02/2020
    Aafmaa
    Reston, VA
  • 02/2020 → 05/2022
    Aafmaa Wealth Management & Trust Llc
    Reston, VA
  • 05/2022 → 11/2022
    Aafmaa Wealth Management & Trust Llc
    Reston, VA
  • 12/2022 → Present
    Concord Wealth Management
    Fairfax, VA
  • 12/2022 → Present
    Concord Asset Management
    Fairfax, VA
Previous Registrations
  • 2011-10-19 → 2013-12-31
    Kincaid Capital Advisors Llc
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-28
  • S65 Uniform Investment Adviser Law Examination
    2022-03-28

View on SEC IAPD

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