Best Investors Account Sign in
Inactive

Alexis Margaret Peed

Amj Financial Wealth Management LLC

Leesburg, VA

Claim This Profile
Current Employers
Amj Financial Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-11
  • VA RA
    APPROVED
    Since 2024-11-11

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
Amj Financial Wealth Management Llc Leesburg VA 07/2024 Present
Little Hokie Hangout Blacksburg VA 05/2022 05/2024
Purcellville Community Center Purcellville VA 05/2021 08/2021
Virginia Tech Blacksburg VA 09/2021 04/2022
Unemployed Minor Round Hill VA 09/2014 05/2021
  • 07/2024 → Present
    Amj Financial Wealth Management Llc
    Leesburg, VA
  • 05/2022 → 05/2024
    Little Hokie Hangout
    Blacksburg, VA
  • 05/2021 → 08/2021
    Purcellville Community Center
    Purcellville, VA
  • 09/2021 → 04/2022
    Virginia Tech
    Blacksburg, VA
  • 09/2014 → 05/2021
    Unemployed Minor
    Round Hill, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-11
  • S65 Uniform Investment Adviser Law Examination
    2024-11-11
Designations
Other Names
  • Alexis Peed

View on SEC IAPD

Other Firms

BERG FAIRCLOTH INVESTMENT ADVISORS
MCAS
CERITY PARTNERS LLC
MML INVESTORS SERVICES, LLC
SUMMIT FINANCIAL, LLC
EDWARD JONES
VALMARK ADVISERS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH
ANGELA MARIE LARKIN
Brandon Jeromy Gromadzki
GERALD JOSEPH RADICAN
JAMES MICHAEL WEHR
Erik Robert Rinehold

Other Offices

BERG FAIRCLOTH INVESTMENT ADVISORS · LEESBURG, VA
MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA
MML INVESTORS SERVICES, LLC · Lansdowne, VA
SUMMIT FINANCIAL, LLC · LANSDOWNE, VA
EDWARD JONES · Ashburn, VA
VALMARK ADVISERS, INC. · ASHBURN, VA
VALMARK ADVISERS, INC. · Ashburn, VA

More in Leesburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor