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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 20, 2023 | n/a | yes | GREAT FALLS, VA | Current employment |
| UNITED CAPITAL FINANCIAL ADVISORS | Independent wealth | Jul 1, 2013 | Nov 3, 2023 | no | GREAT FALLS, VA | Previous registration |
| C5 WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 21, 2006 | Jul 1, 2013 | no | GREAT FALLS, VA | Previous registration |
| MONY SECURITIES CORPORATION | n/a | Aug 20, 2004 | May 25, 2005 | no | GREAT FALLS, VA | Previous registration |
| PRIVATE WEALTH ADVISERS, LLC | n/a | May 5, 2000 | Mar 30, 2007 | no | RESTON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS | DECISIONMAP WEALTH MANAGEMENT, LLC | Nov 3, 2023 | Oct 20, 2023 | -14 | Firm change | Ibd to new firm |
| C5 WEALTH MANAGEMENT, LLC | UNITED CAPITAL FINANCIAL ADVISORS | Jul 1, 2013 | Jul 1, 2013 | 0 | Firm change | Other |
| PRIVATE WEALTH ADVISERS, LLC | MONY SECURITIES CORPORATION | Mar 30, 2007 | Aug 20, 2004 | -952 | Firm change after gap | Other |
| MONY SECURITIES CORPORATION | C5 WEALTH MANAGEMENT, LLC | May 25, 2005 | Nov 21, 2006 | 545 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134600:328429:VA:2023-11-03 | Nov 3, 2023 | Oct 20, 2023 | GREAT FALLS, VA | Firm change |