Best Investors Account Sign in
Inactive

James Mark Joseph

Sentinel Wealth Management, Inc.

Reston, VA

Claim This Profile
Current Employers
Sentinel Wealth Management, Inc.

11710 Plaza America Drive Suite 2000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-12-08
VA RA APPROVED 2002-08-24
  • TX RA
    APPROVED
    Since 2009-12-08
  • VA RA
    APPROVED
    Since 2002-08-24

Branch Locations

11710 Plaza America Drive Suite 130, Reston, VA 20190 • 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
Sentinel Wealth Management, Inc. Reston VA 07/2002 Present
Previous Registrations
  • 1996-03-13 → 2002-08-21
    Ronald Blue & Co., Llc
    Reston, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-01-08
S65 Uniform Investment Adviser Law Examination 1996-02-27
  • S63 Uniform Securities Agent State Law Examination
    1998-01-08
  • S65 Uniform Investment Adviser Law Examination
    1996-02-27
Designations

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC
STAPLE INVESTMENTS LLC
CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor