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Advisor at MONUMENT WEALTH MANAGEMENT
ALEXANDRIA, VA | EAST NORTHPORT, NY
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 |
|---|---|---|---|---|---|---|
| MONUMENT WEALTH MANAGEMENT | Independent wealth | Jun 14, 2022 | n/a | yes | ALEXANDRIA, VA|EAST NORTHPORT, NY | Current employment |
| CAMPBELL WEALTH MANAGEMENT, INC. | Former SEC adviser | Jul 24, 2018 | Jun 3, 2022 | no | ALEXANDRIA, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 27, 2017 | Apr 27, 2018 | no | ALEXANDRIA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMPBELL WEALTH MANAGEMENT, INC. | MONUMENT WEALTH MANAGEMENT | Jun 3, 2022 | Jun 14, 2022 | 11 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAMPBELL WEALTH MANAGEMENT, INC. | Apr 27, 2018 | Jul 24, 2018 | 88 | Firm change | Wirehouse to RIA |