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Advisor at DECISIONMAP WEALTH MANAGEMENT, LLC
GREAT FALLS, VA
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 |
|---|---|---|---|---|---|---|
| DECISIONMAP WEALTH MANAGEMENT, LLC | Independent wealth | Oct 24, 2023 | n/a | yes | GREAT FALLS, VA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jan 2, 2014 | Nov 3, 2023 | no | GREAT FALLS, VA | Previous registration |
| C5 WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 21, 2006 | Dec 31, 2013 | no | GREAT FALLS, VA | Previous registration |
| GREAT FALLS FINANCIAL SERVICES, LTD. | n/a | Dec 12, 2003 | Mar 30, 2007 | no | GREAT FALLS, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | DECISIONMAP WEALTH MANAGEMENT, LLC | Nov 3, 2023 | Oct 24, 2023 | -10 | Firm change | Ibd to new firm |
| C5 WEALTH MANAGEMENT, LLC | UNITED CAPITAL FINANCIAL ADVISORS | Dec 31, 2013 | Jan 2, 2014 | 2 | Firm change | Other |
| GREAT FALLS FINANCIAL SERVICES, LTD. | C5 WEALTH MANAGEMENT, LLC | Mar 30, 2007 | Nov 21, 2006 | -129 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:328429:VA:2023-11-03 | Nov 3, 2023 | Oct 24, 2023 | GREAT FALLS, VA | Firm change |