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Current Employers
Marotta Wealth Management, Inc.

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-26
  • VA RA
    APPROVED
    Since 2022-03-26

Branch Locations

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • 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
Marotta Wealth Management Charlottesville VA 06/2021 Present
Texas Roadhouse Suffolk VA 05/2018 08/2018
Virginia Tech Dining Services Blacksburg VA 01/2018 04/2018
Panda Express Blacksburg VA 05/2019 08/2019
Obsidian Planning Solutions Rockville MD 06/2020 08/2020
Axa Advisors Blacksburg VA 02/2020 02/2020
Virginia Tech Blacksburg VA 09/2017 05/2021
School Newport News VA 09/2005 06/2017
  • 06/2021 → Present
    Marotta Wealth Management
    Charlottesville, VA
  • 05/2018 → 08/2018
    Texas Roadhouse
    Suffolk, VA
  • 01/2018 → 04/2018
    Virginia Tech Dining Services
    Blacksburg, VA
  • 05/2019 → 08/2019
    Panda Express
    Blacksburg, VA
  • 06/2020 → 08/2020
    Obsidian Planning Solutions
    Rockville, MD
  • 02/2020 → 02/2020
    Axa Advisors
    Blacksburg, VA
  • 09/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 09/2005 → 06/2017
    School
    Newport News, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-26
  • S65 Uniform Investment Adviser Law Examination
    2022-03-26
Designations

View on SEC IAPD

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