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Inactive

Marjun Tare

Selective Wealth Management, Inc.

Forest, VA

Charlotte, NC

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Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-09-27
TX RA APPROVED_RES 2021-06-16
VA RA APPROVED 2017-08-03
  • NC RA
    APPROVED
    Since 2023-09-27
  • TX RA
    APPROVED_RES
    Since 2021-06-16
  • VA RA
    APPROVED
    Since 2017-08-03

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

227 W Trade St Unit 1290, Charlotte, NC 28202 • 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
Selective Wealth Management Forest VA 07/2017 Present
Selective Wealth Management Lynchburg VA 05/2017 07/2017
Liberty University Lynchburg VA 08/2015 05/2017
  • 07/2017 → Present
    Selective Wealth Management
    Forest, VA
  • 05/2017 → 07/2017
    Selective Wealth Management
    Lynchburg, VA
  • 08/2015 → 05/2017
    Liberty University
    Lynchburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-02
  • S65 Uniform Investment Adviser Law Examination
    2017-08-02
Designations

View on SEC IAPD

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Other Offices

OSAIC INSTITUTIONS, INC. · FOREST, VA
HSC WEALTH ADVISORS · FOREST, VA
YORKTOWN MANAGEMENT AND RESEARCH CO INC · FOREST, VA
OSAIC WEALTH, INC. · Forest, VA
CITY CAPITAL MANAGEMENT L.L.C. · FOREST, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Forest, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Forest, VA
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