Erin Beth Itkoe

Current Employers

Employment History

• 12/2011 → 05/2019
  Versant Capital Management
  Phoenix, AZ
• 05/2019 → 08/2025
  Tarbox Family Office
  Newport Beach, CA
• 06/2025 → Present
  Luminescent Wealth Management, Inc.
  Phoenix, AZ

Previous Registrations

• 2019-05-31 → 2025-09-03
  Tarbox Family Office, Inc.
  Phoeniz, AZ
  Phoenix, AZ
  Newport Beach, CA
• 2012-01-26 → 2019-05-13
  Versant Capital Management, Inc.
  Phoenix, AZ
• 2008-02-21 → 2011-11-30
  Gfo Advisory Services, Llc
  Greenwich, CT
• 2004-09-28 → 2008-05-01
  Inlign Wealth Management, Llc
  Phoenix, AZ

Other Businesses

(1.) NAME OF OBA: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS (AICPA); ADDRESS OF OBA: DURHAM, NC 27707; NATURE: AICPA PERSONAL PFP CHAMPIONS TASK FORCE; INVESTMENT RELATED: NO; TITLE WITH OBA: AICPA PERSONAL PFP CHAMPIONS TASK FORCE; DUTIES: PARTICIPATE IN MONTHLY TASK FORCE MEETINGS, PARTICIPATE IN MEDIA REQUESTS; START DATE: 05/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1; (2.) NAME OF OBA: FRESH START WOMEN'S FOUNDATION; ADDRESS OF OBA: PHOENIX, AZ 85006; NATURE: AUXILIARY BOARD; INVESTMENT RELATED: NO; TITLE WITH OBA: AUXILIARY BOARD MEMBER; DUTIES: MEMBER OF THE AUXILIARY BOARD, ATTEND MONTHLY MEETINGS, FALL FUNDRAISING LUNCHEON, CO-CHAIR OF A COMMITTEE, CO-CHAIR OF AN ALUMNI COMMITTE; START DATE: 01/01/2021; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (3.) NAME OF OBA: TAX & LEGAL SEMINAR - PLANNING COMMITTEE (SPONSORED BY THE ARIZONA COMMUNITY FOUNDATION AND THE CENTER FOR JEWISH PHILANTHROPY OF GREATER PHOENIX); ADDRESS OF OBA: PHOENIX, AZ 85016; NATURE: TAX & LEGAL SEMINAR - PLANNING COMMITTEE MEMBER; INVESTMENT RELATED: NO; TITLE WITH OBA: CHAIR; DUTIES: ATTEND COMMITTEE MEETINGS, PLAN ANNUAL TAX & LEGAL SEMINAR, LEAD THE COMMITTEE, WORK WITH THE SPONSORS TO PLAN EVENTS; START DATE: 01/01/2012; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-08

Designations