DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHOICE WEALTH MANAGEMENT, LLC
JOHNS CREEK, GA
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 |
|---|---|---|---|---|---|---|
| CHOICE WEALTH MANAGEMENT, LLC | State registered | Jan 1, 2026 | n/a | yes | JOHNS CREEK, GA | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Mar 18, 2010 | Mar 1, 2013 | no | BALTIMORE, MD|EDGEWATER, MD|HANOVER, MD|ODENTON, MD|GLEN BURNIE, MD|PASADENA, MD|COLUMBIA, MD|COLUMBIA, MD|SEVERNA PARK,, MD|COLUMBIA, MD|ELLICOTT CITY, MD|ELKRIDGE, MD|ANNAPOLIS, MD|DUNKIRK, MD|GAMBRILS, MD|EDGEWATER, MD|SEVERNA PARK, MD|ANNAPOLIS, MD|ANNAPOLIS, MD|SEVERNA PARK, MD|EDGEWATER, MD|ANNAPOLIS, MD|PASADENA, MD|DUNDALK, MD|PASADENA, MD|ANNAPOLIS, MD|SEVERNA PARK, MD|ELKRIDGE, MD|COLUMBIA, MD|GAMBRILLS, MD|ANNAPOLIS, MD|ELLICOTT CITY, MD|SEVERNA PARK, MD|DUNKIRK, MD|ELKRIDGE, MD | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Nov 13, 2008 | Sep 9, 2009 | no | PIKEVILLE, MD | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Nov 13, 2008 | Sep 9, 2009 | no | Towson, MD | Previous registration |
| EDWARD JONES | National bd RIA | Jan 11, 2007 | Nov 7, 2008 | no | ST LOUIS, MO|LAUREL, MD|ST LOUIS, MO|PASADENA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | CHOICE WEALTH MANAGEMENT, LLC | Mar 1, 2013 | Jan 1, 2026 | 4,689 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | PNC WEALTH MANAGEMENT | Sep 9, 2009 | Mar 18, 2010 | 190 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Sep 9, 2009 | Nov 13, 2008 | -300 | Channel change | Other |
| EDWARD JONES | TD AMERITRADE, INC. | Nov 7, 2008 | Nov 13, 2008 | 6 | Firm change | Ibd to new firm |