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La Jolla, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sowell Financial Services, Llc | North Little Rock | AR | 01/2016 | 12/2017 |
| Retirement Wealth Advisors | San Diego | CA | 10/2017 | 11/2020 |
| Reviresco College Planning | San Diego | CA | 08/2018 | Present |
| Virtue Capital Management, Llc | Brentwood | TN | 11/2020 | 06/2024 |
| Reviresco Wealth Advisory | San Diego | CA | 05/2017 | Present |
(1) REVIRESCO WEALTH ADVISORY, Title: LIFE INSURANCE AND FINANCIAL PLANNING, Description: CLIENT SERVICING FOR FINANCIAL PLANNING, LIFE INSURANCE AND ANNUITY SALES DBA FOR IA BUSINESS , Start Date: 05-01-2013, Address: 4660 LA JOLLA VILLAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122, Investment-related? YES, Hours per month: 50, During trading hours: 15 (2) REVIRESCO COLLEGE PLANNING; , Title: COLLEGE PLANNING, Description: OFFER FAMILIES WITH HIGH SCHOOL AGED KIS ADVICE AND GUIDANCE ON PREPARING THE KIDS FOR COLLEGE, ASSESSING CAREER INTERESTS, DEVELOPING A LIST OF LIKELY SCHOOLS, STUDENT ESSAYS, STUDENT SAT PREP, FINANCIAL FORMS, FINANCIAL AID, SCHOLARSHIPS, EFC CALCULATIONS, AND GENERAL COLLEGE FUNDING STRATEGIES , Start Date: 08-01-2018, Address: 4660 LA JOLLA VILLAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122, Investment-related? NO, Hours per month: 30, During trading hours: 20 (3) THE MAXWELL GROUP, Title: OWNER/CEO, Description: PROVIDE TAX PLANNING, TAX PREPARATION, OR OVERALL FINANCIAL ORGANIZATION SERVICES ON A FEE FOR SERVICE BASIS., Start Date: 08-01-2022, Address: 4660 LA JOLLA VILLIAGE DRIVE, SUITE 100 SAN DIEGO, CA 92122 , Investment-related? NO, Hours per month: 120, During trading hours: 80
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-24 |
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