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Advisor at VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALUEWEALTH SERVICES, LLC | Independent wealth | Apr 10, 2026 | n/a | yes | ANNAPOLIS, MD | Current employment |
| 4J WEALTH MANAGEMENT, LLC | Independent wealth | Jan 15, 2025 | Jan 12, 2026 | no | MCLEAN, VA|ARLINGTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 4J WEALTH MANAGEMENT, LLC | VALUEWEALTH SERVICES, LLC | Jan 12, 2026 | Apr 10, 2026 | 88 | Firm change | RIA to RIA |