AB
Angela M. Bender
AMJ FINANCIAL WEALTH MANAGEMENT LLC | Managing Partner
Leesburg, VA 20176
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CRD#: 5208180
AB
Professional summary
Angela Mullis Bender, CFP®, who also goes by Angela Ruth Mullis, is a registered financial advisor currently at AMJ FINANCIAL WEALTH MANAGEMENT LLC located in Leesburg, Virginia and OSAIC WEALTH, INC. located in Leesburg, Virginia.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Angela has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Trust & estate planning
Trading individual securities
Financial planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Angela Ruth Mullis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) OSAIC WEALTH, INC. INVESTMENT RELATED. LEESBURG, VA. REGISTERED REPRESENTATIVE. <5 HRS/MONTH; <1 HR DURING TRADING HOURS. 2)APPOINTMENT WITH MULTIPLE CARRIERS;INVESTMENT-RELATED;44160 SCHOLAR PLAZA,STE.490,LEESBURG,VA 20176;INSURANCE;AGENT;12/01/1998;<5 HRS/MONTH;<1 HR DURING TRADING;INSURANCE AGENT 3)Loudoun Estate Planning Council;not investment related;estate planning council;president;7/2017;<5 hrs/month;<1 hr during trading;help organize & grow membership,general business 4)Rental property;investment-related;2248 Sandfiddler Rd,Virginia Beach,VA 23456;personal rental income property;6/2019;<1% hrs/month;0 hrs during trading;beach rental with negative net income
CRS (Client Relationship Summary) - RIA
Click below to view Angela Mullis Bender's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
June 1, 2012 - Present
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Office #1: 44160 Scholar Plaza Suite 490, Leesburg, VA 20176RIA
CRD#: 162878
Leesburg, VA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 44160 Scholar Plaza Suite 490, Leesburg, VA 20176RIA
BD
CRD#: 23131
LEESBURG, VA
Past
February 14, 2014 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
LEESBURG, VA
Past
May 31, 2012 - February 14, 2014
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
LEESBURG, VA
Past
August 31, 2007 - May 31, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
ASHBURN, VA
Past
August 31, 2007 - May 31, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
ASHBURN, VA
Past
November 29, 2006 - August 31, 2007
KALOS MANAGEMENT
RIA
CRD#: 133025
PONTE VEDRA BEACH, FL
Past
September 15, 2006 - August 31, 2007
KALOS CAPITAL, INC.
BD
CRD#: 44337
HERNDON, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD#: 162878 / SEC#: 801-113970
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)California
Registered Investment Advisory firm - (10/14/2018 Terminated)Florida
Registered Investment Advisory firm - (9/14/2018 Terminated)Louisiana
Registered Investment Advisory firm - (12/14/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/14/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/14/2018 Terminated)Virginia
Registered Investment Advisory firm - (9/14/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(2/20/2025)
RR
District of Columbia(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Kansas(8/23/2024)
RR
Maryland(8/23/2024)
RR
Massachusetts(8/23/2024)
RR
Michigan(8/23/2024)
RR
Montana(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Carolina(8/23/2024)
IAR
Texas(3/29/2017)
IAR
Virginia(9/15/2018)
RR
Virginia(8/23/2024)
RR
Washington(8/23/2024)
RR
West Virginia(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD#: 162878 / SEC#: 801-113970
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)California
Registered Investment Advisory firm - (10/14/2018 Terminated)Florida
Registered Investment Advisory firm - (9/14/2018 Terminated)Louisiana
Registered Investment Advisory firm - (12/14/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/14/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/14/2018 Terminated)Virginia
Registered Investment Advisory firm - (9/14/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
44160 Scholar Plaza Suite 490, Leesburg, VA 20176
Mailing Address
Phone number
(703) 466-0477
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 427,426,118 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Managing PartnerCRD#: 162878Leesburg, VA 20176TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
