Theodore James Doremus

Employer firm

Preston Wealth Advisors, LLC. CRD 165983

$286M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Market timing
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Preston Wealth Advisors Llc
  Reston, VA

Previous Registrations

• 2012-12-17 → 2014-04-23
  Preston Wealth Advisors, Llc.
  Reston, VA
• 2012-06-26 → 2012-12-17
  Preston Wealth Management Llc
  Boca Raton, FL
• 2008-01-04 → 2012-06-05
  Xml Securities
  Fairfax, VA
  Falls Church, VA
  Bethesda, MD
• 2001-11-13 → 2007-12-31
  Lara, Shull & May, Ltd
  Falls Church, VA
  Falls Church, VA
  Falls Church, VA

Other Businesses

1. BLUE LINE CAPITAL ;COMPANY IS INVOLVED IN FLIPPING FORECLOSED CONDOS, TOWNHOUSES AND SINGLE FAMILY HOMES; ARLINGTON VA; NON-INVESTMENT-RELATED, 3.04% COMMON EQUITY INVESTOR; 10/2013 TO PRESENT; HE WILL ALLOCATE LESS THAN 5% OF HIS TIME TO THIS BUSINESS. 2. DIVERSIFIED REAL ESTATE HOLDINGS LLC; COMPANY IS INVOLVED IN FLIPPING FORECLOSED CONDOS, TOWNHOUSES AND SINGLE FAMILY HOMES; ARLINGTON VA; NON-INVESTMENT-RELATED, 3.04% COMMON EQUITY INVESTOR; 10/2013 TO PRESENT; HE WILL ALLOCATE LESS THAN 5% OF HIS TIME TO THIS BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-18
• S63 Uniform Securities Agent State Law Examination
  2000-10-10

Other Names

• Tj Doremus