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Caroline Virginia Ludwick

Amj Financial Wealth Management LLC

Leesburg, VA

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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 2024-01-01
  • VA RA
    APPROVED
    Since 2024-01-01

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 08/2023 Present
Fannie Mae Washington DC 06/2022 08/2022
Finra Rockville MD 05/2021 08/2021
James Madison University Harrisonburg VA 09/2019 05/2023
Highlands Swim And Tennis Club Mclean VA 06/2015 08/2023
  • 08/2023 → Present
    Amj Financial Wealth Management, Llc
    Leesburg, VA
  • 06/2022 → 08/2022
    Fannie Mae
    Washington, DC
  • 05/2021 → 08/2021
    Finra
    Rockville, MD
  • 09/2019 → 05/2023
    James Madison University
    Harrisonburg, VA
  • 06/2015 → 08/2023
    Highlands Swim And Tennis Club
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2023-10-09

View on SEC IAPD

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