MONUMENTAL FINANCIAL GROUP INC.
Legal name: BRIDGEMARK WEALTH MANAGEMENT
CRD #286177 SEC #801-120076 ROCKVILLE, MD (301) 850-0680
SEC Registered
Total AUM
$216.3M
Discretionary
$216.3M
Employees
5
Clients
251
Accounts
898
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 16, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dowell, Alisha, Perdue | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| TROXEL, WINTER, ANDREW | I | PRESIDENT | E | Control |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B | |
| King, Rebeka, Lynn | I | MEMBER | B |
Registrations
Federal
IA
Feb 16, 2024 REGISTERED
Notice Filings (7)
DC FL MD NC SC TX VA
Address
1 RESEARCH COURTSUITE 240
ROCKVILLE, MD 20850
United States
Phone: (301) 850-0680