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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 | Sep 27, 2018 | n/a | yes | LEESBURG, VA | Current employment |
| AMJ FINANCIAL WEALTH MANAGEMENT LLC | Independent wealth | Feb 26, 2015 | Sep 14, 2018 | no | LEESBURG, VA | Previous registration |
| WADDELL & REED | Former SEC adviser | Sep 8, 2009 | Feb 20, 2013 | no | VIENNA, VA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jun 7, 2006 | Jun 17, 2009 | no | RESTON, VA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Nov 14, 2005 | Jun 17, 2009 | no | RESTON, VA | Previous registration |
| LEGG MASON WOOD WALKER, INCORPORATED | n/a | Apr 17, 2001 | Nov 1, 2005 | no | MCLEAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | AMJ FINANCIAL WEALTH MANAGEMENT LLC | Feb 20, 2013 | Feb 26, 2015 | 736 | Firm change after gap | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | WADDELL & REED | Jun 17, 2009 | Sep 8, 2009 | 83 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jun 17, 2009 | Jun 7, 2006 | -1,106 | Channel change | Other |
| LEGG MASON WOOD WALKER, INCORPORATED | TD AMERITRADE, INC. | Nov 1, 2005 | Nov 14, 2005 | 13 | Firm change | Other |