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TJ Doremus
Director Ejecutivo en Preston Wealth Advisors LLC .
Cargos activos de TJ Doremus
Empresas | Cargo | Inicio | Fin |
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Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Director Ejecutivo | 16/10/2012 | - |
Oficial de Cumplimiento | 16/10/2012 | - | |
Fundador | 16/10/2012 | - | |
Gestor de Cartera-Acciones | 16/10/2012 | - |
Historial de carrera de TJ Doremus
Antiguos cargos conocidos de TJ Doremus.
Empresas | Cargo | Inicio | Fin |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Corporate Officer/Principal | 28/12/2010 | - |
Formación de TJ Doremus.
Hampden-Sydney College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Finance |
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