Kamila Ann Elliott

Current Employers

Employment History

• 01/2000 → 07/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 01/2013 → 01/2020
  Wyndham Financial Services (Formerly Sms Advisors)
  Charlotte, NC
• 09/2014 → 12/2020
  Junior League Of Charlotte
  Charlotte, NC
• 07/2017 → 02/2019
  Dimensional Fund Advisors
  Charlotte, NC
• 04/2019 → 02/2020
  Lpl Financial Llc
  Matthews, NC
• 04/2019 → 02/2020
  Independent Advisor Alliance, Llc
  Matthews, NC
• 02/2020 → 02/2022
  Grid 202 Partners
  Washington, DC
• 02/2022 → Present
  Collective Wealth Partners, Llc (Fka Altruist Wealth Partners)
  Atlanta, GA

Previous Registrations

• 2022-06-03 → 2022-06-06
  Re-Envision Wealth
  Washington, D.C, DC
• 2019-04-04 → 2020-02-14
  Independent Advisor Alliance, Llc
  Matthews, NC
• 2017-08-17 → 2019-02-08
  Dimensional Fund Advisors Lp
  Charlotte, NC
  Austin, TX
• 2012-01-23 → 2017-07-25
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

1.Organization: WMBE Partners Address: 215 Washington Avenue Towson, MD 21204 Role: Committee Member Start Date: 3/30/2022 - Present Investment Related: No Compensation Type: Paid Total Hours Per Month: 2 Duties: Asset in the determination of franchise owners for Far & Dotter, Provide support to franchise owners through coaching and development, assess the success of the franchise owners 2. 5/22/2019 - Financial Independence Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/06/2019 - 5 Hours Per Month/5 Hours During Securities Trading - Non-variable life, disability and long term care insurance support and issuance. 3. 01/2022 CHAIR OF CFP BOARD OF STANDARDS- Yes, Investment Related- 1425 K Street NW Suite 800 Washington DC 20005- volunteers approximately 20 hours monthly during business hours. Duties include: providing oversight and leadership for the CFP Board of Directors. 4. 01/2019 BOARD OF DIRECTORS OF CFP- Yes, Investment Related- 1425 K Street NW Suite 800 Washington DC 20005- volunteers approximately 10 hours monthly during business hours. Duties include: provide oversight and governance for the CFP Board. 5. 01/2012- Present- Tax Preparation. No, not investment related. Business conducted from home. Prepare individual and business tax returns. Hours worked approximately 7 hours monthly. 6. CNBC Financial Advisor Council Yes, investment related Address: 900 Sylvan Avenue Englewood Cliffs, NJ 07632 Nature: Media Company Position: Contributor Start date- 1/1/2023 Number of hours- 3 hours per month Number of hours during business trading hours- Various Duties-Support with investment and financial planning contact through live tv appearances, periodicals and op ed pieces. Collective Wealth Solutions Insurance Business- life, disability, annuity, long term care Insurance Agent and Co-Owner Not investment related Start date 05/15/2025 1100 Peachtree Street NE Suite Atl GA 30309 No more than 10 hours per week devoted on this business during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-20
• S63 Uniform Securities Agent State Law Examination
  2000-02-09

Designations

Other Names

• Kamila A Mcdonnough
• Kamila A Elliott
• Kamila Williams
• Kamila Elliott
• Kamila Ann Mcdonnough