Inactive

Alexander Mark Baloga

Valuewealth Services, LLC

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Current Employers

Valuewealth Services, Llc

2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-04-10

MD RA
APPROVED

Since 2026-04-10

Branch Locations

2444 Solomons Island Rd Suite 212, Annapolis, MD 21401 • 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

Organization	City	State	From	To
4J Wealth Management, Llc	Alexandria	VA	10/2024	01/2026
Swarthmore College	Swarthmore	PA	08/2017	05/2020
Unemployed	Towson	MD	06/2016	07/2017
Rochester Medical School	Rochester	NY	05/2020	05/2023
Flaum Eye Institute	Rochester	NY	05/2023	07/2024
The Ellerson Group	Annapolis	MD	08/2024	10/2024
Valuewealth Services	Annapolis	MD	04/2026	Present

10/2024 → 01/2026

4J Wealth Management, Llc

Alexandria, VA
08/2017 → 05/2020

Swarthmore College

Swarthmore, PA
06/2016 → 07/2017

Unemployed

Towson, MD
05/2020 → 05/2023

Rochester Medical School

Rochester, NY
05/2023 → 07/2024

Flaum Eye Institute

Rochester, NY
08/2024 → 10/2024

The Ellerson Group

Annapolis, MD
04/2026 → Present

Valuewealth Services

Annapolis, MD

Previous Registrations

2025-01-15 → 2026-01-12

4J Wealth Management, Llc

Mclean, VA

Arlington, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-23

S65 Uniform Investment Adviser Law Examination

2024-12-23

Other Names

Alex Baloga
Alexander Baloga

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · ANNAPOLIS, MD

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ANNAPOLIS, MD

CETERA INVESTMENT ADVISERS LLC · Annapolis, MD

RCS FINANCIAL PLANNING, LLC · ANNAPOLIS, MD

AMERIPRISE FINANCIAL SERVICES, LLC · Annapolis, MD

MARINER INDEPENDENT · Annapolis, MD

EQUITABLE ADVISORS, LLC · ANNAPOLIS, MD

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