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44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-19 |
Branch Locations
44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Winchester | VA | 05/2022 | 12/2023 |
| Lowe's | Winchester | VA | 06/2020 | 08/2021 |
| Virginia Polytechnic Institute And State College | Blacksburg | VA | 08/2020 | 12/2023 |
| Frederick County Public Schools | Winchester | VA | 01/2013 | 08/2020 |
| Triad Advisors | Norcross | GA | 02/2024 | 08/2024 |
| Amj Financial Wealth Management Llc | Leesburg | VA | 01/2024 | Present |
| Osaic Wealth, Inc. | Leesburg | VA | 08/2024 | Present |
1. OSAIC WEALTH. INVESTMENT RELATED. NOCROSS, GA. REGISTERED REPRESENTATIVE. START DATE: 02/2024. APPROXIMATELY 20 HOURS PER WEEK DURING SECURITIES TRADING HOURS. LESS THAN 5 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
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