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20135 Lakeview Center Plaza #110, Ashburn, VA 20147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-15 |
| MD | RA | APPROVED | 2022-03-22 |
| VA | RA | APPROVED | 2022-03-22 |
Branch Locations
20135 Lakeview Center Plaza #110, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abich Financial Services Inc. | Ashburn | VA | 01/2009 | Present |
| J. Hagan Capital Inc. | Ashburn | VA | 07/2020 | 11/2021 |
| Abich Financial Wealth Management, Llc | Ashburn | VA | 06/2021 | Present |
| Retirement Wealth Advisors | Grand Rapids | MI | 04/2019 | 05/2019 |
1) Name: Abich Financial Services, Inc., Investment Related: Yes, Address: same, Nature: Insurance sales and services, Position: Agent, Title: President, Start Date: 01/2009, Number of Hours: approximately 180 hours a month, Hours during trading hours: approximately 180 hours a month, Duties: insurance sales and service. 2) Loudoun County Chamber of Commerce, not investment related, member, 0 hours per month devoted per month, 0 hours per month devoted during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
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