Best Investors Account Sign in
Inactive

John Ward Seraphin

Phin Wealth

Middleburg, VA

Claim This Profile
Current Employers
Phin Wealth

Middleburg, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-08-11
  • VA RA
    APPROVED
    Since 2026-08-11

Branch Locations

Middleburg, VA • 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
Avenue Wealth Vienna VA 05/2017 11/2021
Capitol Financial Partners Vienna VA 12/2016 03/2017
Solarnova Hamilton VA 01/2016 12/2016
Nylife Securities Llc Vienna VA 10/2018 02/2022
Eagle Strategies Llc Vienna VA 07/2019 02/2022
Steigerwald, Gordon & Koch - Wealth Advisors Leesburg VA 03/2022 06/2026
Phin Wealth Planning, Llc Middleburg VA 06/2026 Present
  • 05/2017 → 11/2021
    Avenue Wealth
    Vienna, VA
  • 12/2016 → 03/2017
    Capitol Financial Partners
    Vienna, VA
  • 01/2016 → 12/2016
    Solarnova
    Hamilton, VA
  • 10/2018 → 02/2022
    Nylife Securities Llc
    Vienna, VA
  • 07/2019 → 02/2022
    Eagle Strategies Llc
    Vienna, VA
  • 03/2022 → 06/2026
    Steigerwald, Gordon & Koch - Wealth Advisors
    Leesburg, VA
  • 06/2026 → Present
    Phin Wealth Planning, Llc
    Middleburg, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Designations
Other Names
  • Jake Seraphin

View on SEC IAPD

More in Middleburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor