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Kim Anh Thi Pham

Vestia Personal Wealth Advisors

Fort Wayne, IN

Annapolis, MD

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Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-06-09
  • MD RA
    APPROVED
    Since 2022-06-09

Branch Locations

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Annapolis, MD • 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
Van Phuc Fuel Corporation Hochiminh City 06/2014 09/2016
Master'S Student Schmalkalden 10/2016 02/2019
Dental Excellence Pc Alexandria VA 03/2019 11/2019
Purview Medical Imaging Technology Annapolis MD 12/2019 06/2020
Unemployed Annapolis MD 06/2020 09/2020
Covington Alsina Annapolis MD 09/2020 05/2021
Vestia Personal Wealth Advisors Fort Wayne IN 05/2021 Present
  • 06/2014 → 09/2016
    Van Phuc Fuel Corporation
    Hochiminh City
  • 10/2016 → 02/2019
    Master'S Student
    Schmalkalden
  • 03/2019 → 11/2019
    Dental Excellence Pc
    Alexandria, VA
  • 12/2019 → 06/2020
    Purview Medical Imaging Technology
    Annapolis, MD
  • 06/2020 → 09/2020
    Unemployed
    Annapolis, MD
  • 09/2020 → 05/2021
    Covington Alsina
    Annapolis, MD
  • 05/2021 → Present
    Vestia Personal Wealth Advisors
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22
Designations
Other Names
  • Kim Anh Thi Pham
  • Kim Anh Pham

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
Kyle Edward Farmer
Joseph A Hampton
KEVIN THOMAS NOLL

Other Offices

MONARCH CAPITAL MANAGEMENT INC · FORT WAYNE, IN
SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN

More in Fort Wayne, IN

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