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Advisor at AXIOM VALUE WEALTH MANAGEMENT LLC
ROCKVILLE, MD
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 |
|---|---|---|---|---|---|---|
| AXIOM VALUE WEALTH MANAGEMENT LLC | State registered | Apr 8, 2025 | n/a | yes | ROCKVILLE, MD | Current employment |
| USADVISORS WEALTH MANAGEMENT, LLC | Independent wealth | May 2, 2022 | Apr 15, 2025 | no | EDEN PRAIRIE, MN|ROCKVILLE, MD | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 4, 2016 | Apr 1, 2022 | no | ROCKVILLE, MD|ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USADVISORS WEALTH MANAGEMENT, LLC | AXIOM VALUE WEALTH MANAGEMENT LLC | Apr 15, 2025 | Apr 8, 2025 | -7 | Firm change | RIA to state RIA |
| TRUIST ADVISORY SERVICES, INC. | USADVISORS WEALTH MANAGEMENT, LLC | Apr 1, 2022 | May 2, 2022 | 31 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158108:334047:MD:2025-04-15 | Apr 15, 2025 | Apr 8, 2025 | ROCKVILLE, MD | Firm change |