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Current Employers
Amj Financial Wealth Management Llc

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-04-19
  • VA RA
    APPROVED
    Since 2024-04-19

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • 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
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
  • 05/2022 → 12/2023
    Ameriprise Financial Services, Llc
    Winchester, VA
  • 06/2020 → 08/2021
    Lowe's
    Winchester, VA
  • 08/2020 → 12/2023
    Virginia Polytechnic Institute And State College
    Blacksburg, VA
  • 01/2013 → 08/2020
    Frederick County Public Schools
    Winchester, VA
  • 02/2024 → 08/2024
    Triad Advisors
    Norcross, GA
  • 01/2024 → Present
    Leesburg, VA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Leesburg, VA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
  • S66 Uniform Combined State Law Examination
    2024-04-19
Designations

View on SEC IAPD

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