Isaiah D. Washington
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Isaiah Daniel Washington, who also goes by Isaiah Washington, was a registered financial professional .
Isaiah is a previously registered financial professional and started their career in finance in 2018. Isaiah had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 28, 2021 - June 5, 2023
ID WASHINGTON WEALTH MANAGEMENT, LLC
October 8, 2018 - June 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 20, 2018 - June 1, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
ID WASHINGTON WEALTH MANAGEMENT, LLC
CRD#: 313282 / SEC#: 801-121328
Contact information
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 9,152,587 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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