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Inactive

Iram Mina Amir

Sagevest Wealth Management

Mclean, VA

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Current Employers
Sagevest Wealth Management

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-10-21
  • VA RA
    APPROVED
    Since 2022-10-21

Branch Locations

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101 • 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
Sagevest Wealth Management Mclean VA 10/2022 Present
Global Advisor Group Reston VA 06/2021 08/2021
Pavlov Financial Planning Arlington VA 01/2021 05/2021
Virginia Tech Blacksburg VA 08/2018 05/2022
Sleep Clinics Of America Richmond VA 01/2020 04/2020
Sleep Clinics Of America Richmond VA 12/2018 01/2019
The Steward School Richmond VA 08/2014 06/2018
Unemployed Falls Church VA 06/2022 09/2022
  • 10/2022 → Present
    Sagevest Wealth Management
    Mclean, VA
  • 06/2021 → 08/2021
    Global Advisor Group
    Reston, VA
  • 01/2021 → 05/2021
    Pavlov Financial Planning
    Arlington, VA
  • 08/2018 → 05/2022
    Virginia Tech
    Blacksburg, VA
  • 01/2020 → 04/2020
    Sleep Clinics Of America
    Richmond, VA
  • 12/2018 → 01/2019
    Sleep Clinics Of America
    Richmond, VA
  • 08/2014 → 06/2018
    The Steward School
    Richmond, VA
  • 06/2022 → 09/2022
    Unemployed
    Falls Church, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
Designations

View on SEC IAPD

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Other Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH
KRISTEN W HERARD
TORI LYNN FRITZ
Margaret Isabelle Gargulinski
CLAIRE T SWAYZE
AMIR CHANDLER BRENNER

Other Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA
CHARLES SCHWAB & CO., INC. · Tysons Corner, VA
SEIA · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SCHWAB WEALTH ADVISORY, INC. · Tysons Corner, VA
SEIA · Tyson's Corner, VA

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