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Amber Lavon Reed Christopher

Keel Point, LLC

Vienna, VA

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Current Employers
Keel Point, Llc

100 Church Street Suite 500, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-07-29
  • VA RA
    APPROVED
    Since 2022-07-29

Branch Locations

8065 Leesburg Pike, Suite 300, Vienna, VA 22182 • 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
Rjl Wealth Management, Llc San Diego CA 04/2010 01/2018
Lucia Securities, Llc San Diego CA 09/2011 01/2018
Savant Wealth Management Mclean VA 01/2018 06/2021
Keel Point, Llc Vienna VA 06/2021 Present
  • 04/2010 → 01/2018
    Rjl Wealth Management, Llc
    San Diego, CA
  • 09/2011 → 01/2018
    Lucia Securities, Llc
    San Diego, CA
  • 01/2018 → 06/2021
    Savant Wealth Management
    Mclean, VA
  • 06/2021 → Present
    Keel Point, Llc
    Vienna, VA
Previous Registrations
  • 2010-04-12 → 2018-02-05
    Lucia Capital Group
    San Diego, CA
  • 2008-07-16 → 2010-08-05
    Raymond J. Lucia Companies, Inc.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-29
S66 Uniform Combined State Law Examination 2021-12-31
S63 Uniform Securities Agent State Law Examination 2005-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-07-29
  • S66 Uniform Combined State Law Examination
    2021-12-31
  • S63 Uniform Securities Agent State Law Examination
    2005-05-06
Other Names
  • Amber Reed
  • Amber Lavon Reed
  • Amber Lavon Christopher

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RETIREMENT RESEARCHER, LLC
MCLEAN ASSET MANAGEMENT CORP.
KIRK CAPITAL ADVISORS LLC
ATEGRA CAPITAL MANAGEMENT, LLC

Other Investors

MARY ELIZABETH ELLISON
ROBERT BURTON LANK
AMIR EYAL
DANIEL JOHN WARD
Hunter John Leed
BENJAMIN PRUITT MELTON
PETER REISNER SHARPE
STEPHEN FRANKLIN STEWART

Other Offices

OSAIC WEALTH, INC. · VIENNA, VA
CAPITOL PRIVATE WEALTH GROUP LLC · VIENNA, VA
AMERIPRISE FINANCIAL SERVICES, LLC · VIENNA, VA
PNC WEALTH MANAGEMENT LLC · VIENNA, VA
RETIREMENT RESEARCHER, LLC · TYSONS, VA
MCLEAN ASSET MANAGEMENT CORP. · TYSONS, VA
KIRK CAPITAL ADVISORS LLC · VIENNA, VA
ATEGRA CAPITAL MANAGEMENT, LLC · VIENNA, VA

More in Vienna, VA

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