DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at AMJ FINANCIAL WEALTH MANAGEMENT LLC
LEESBURG, 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 |
|---|---|---|---|---|---|---|
| AMJ FINANCIAL WEALTH MANAGEMENT LLC | Independent wealth | Apr 26, 2019 | n/a | yes | LEESBURG, VA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 16, 2017 | Apr 24, 2019 | no | WARRENTON, VA|SAN DIEGO, CA|GAINESVILLE, VA|MARSHALL, VA|WARRENTON, VA|WARRENTON, VA | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Jan 6, 2017 | Apr 19, 2017 | no | SAINT LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | AMJ FINANCIAL WEALTH MANAGEMENT LLC | Apr 24, 2019 | Apr 26, 2019 | 2 | Firm change | RIA to RIA |
| SCOTTRADE INVESTMENT MANAGEMENT | LPL FINANCIAL LLC | Apr 19, 2017 | Aug 16, 2017 | 119 | Firm change | Other |