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James Michael Brynmor

Marotta Wealth Management, Inc.

Charlottesville, VA

Knoxville, TN

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Current Employers
Marotta Wealth Management, Inc.

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-08-21
  • TN RA
    APPROVED
    Since 2026-08-21

Branch Locations

1000 Ednam Center Suite 200, Charlottesville, VA 22903-4615 • United States

Knoxville, TN • 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
Great American Restaurants Springfield VA 10/2017 04/2018
Potomac Riverboat Company Alexandria VA 04/2018 08/2018
Dave And Buster’s Springfield VA 03/2019 05/2019
Decaro Doran Fairfax VA 02/2020 12/2020
Lovingston Cafe Lovingston VA 06/2021 08/2021
Costco Sarasota FL 10/2021 11/2021
Dollar General Lovingston VA 06/2022 07/2022
Subway Blacksburg VA 05/2023 07/2023
Capitol Financial Solutions Richmond VA 05/2024 08/2024
Ameriprise Financial Greensboro NC 09/2024 04/2025
Leading Edge Financial Planning Maryville TN 05/2025 08/2025
Marotta Wealth Management Charlottesville VA 01/2026 Present
Outback Steakhouse Fairfax VA 10/2019 02/2020
School Fairfax VA 01/2015 12/2025
  • 10/2017 → 04/2018
    Great American Restaurants
    Springfield, VA
  • 04/2018 → 08/2018
    Potomac Riverboat Company
    Alexandria, VA
  • 03/2019 → 05/2019
    Dave And Buster’s
    Springfield, VA
  • 02/2020 → 12/2020
    Decaro Doran
    Fairfax, VA
  • 06/2021 → 08/2021
    Lovingston Cafe
    Lovingston, VA
  • 10/2021 → 11/2021
    Costco
    Sarasota, FL
  • 06/2022 → 07/2022
    Dollar General
    Lovingston, VA
  • 05/2023 → 07/2023
    Subway
    Blacksburg, VA
  • 05/2024 → 08/2024
    Capitol Financial Solutions
    Richmond, VA
  • 09/2024 → 04/2025
    Ameriprise Financial
    Greensboro, NC
  • 05/2025 → 08/2025
    Leading Edge Financial Planning
    Maryville, TN
  • 01/2026 → Present
    Marotta Wealth Management
    Charlottesville, VA
  • 10/2019 → 02/2020
    Outback Steakhouse
    Fairfax, VA
  • 01/2015 → 12/2025
    School
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21
Other Names
  • James Michael Mcauliffe
  • James Michael Brynmor
  • James Mc Auliffe

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC · CHARLOTTESVILLE, VA
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HARREN EQUITY PARTNERS, LLC · CHARLOTTESVILLE, VA
CARY STREET PARTNERS · Charlottesville, VA
CARY STREET PARTNERS · Charlottesville, VA
CARY STREET PARTNERS · Charlottsville, VA
SELBY LANE CAPITAL, LLC · CHARLOTTESVILLE, VA
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