Stephen Wayne Burton

Current Employers

Employment History

• 12/2015 → Present
  Rauch Advisory Llc
  Chesapeake, VA
• 10/2004 → Present
  Equity 1 Inc.
  Chesapeake, VA
• 06/2006 → Present
  Equity For Life Properties Ii Llc
  Chesapeake, VA
• 03/2013 → Present
  Equity 1 Business, Inc.
  Chesapeake, VA
• 03/2021 → Present
  Rauch Advisory Llc
  Chesapeake, VA

Other Businesses

1) EQUITY 1 INC.; OWNER/PRESIDENT/INSURANCE AGENT; CHESAPEAKE, VA; INSURANCE PRODUCTS SALES AND SERVICES; GREATER THAN 75% OF TIME SPENT IN THIS BUSINESS; OCTOBER 2004 --------------------------------------------------- 2) EQUITY 1 BUSINESS, INC; OWNER/PARTNER; CHESAPEAKE, VA; ENTITY THAT CONDUCTS BUSINESS LOANS; 03/2013. --------------------------------------------------- 3) EQUITY FOR LIFE PROPERTIES II, LLC; OWNER/PARTNER; CHESAPEAKE, VA; COMMERCIAL REAL ESTATE RENTAL; 06/2006. --------------------------------------------------- 4) MOMENTUM MARKETING SOLUTIONS, LLC; Whether the business is investment related - NO; Address of the other business - 1407 STEPHANIE WAY, SUITE C, CHESAPEAKE, VA 23320; Nature of the other business - MARKETING ORGANIZATION; Position, title, or relationship with the other business OWNER/PRESIDENT - SINGLE MEMBER MGR LLC; Start date of relationship - MARCH 2023; Approximate number of hours/month devoted to the other business - 10 HRS; Number of hours devoted to the other business during securities trading hours - 5 HRS; Duties relating to the other business. - HELPING BUSINESS OWNERS GROW AND EXIT THEIR BUSINESS. BUSINESS OWNERS MAY PURCHASE COURSES AND GROUP COACHING FOR A SUBSCRIPTION FEE OR PURCHASE PRODUCTS THROUGH AN AFFILIATE LINK. AS AN AFFILIATE OF ERC SPECIALISTS (EMPLOYEE RETENTION CREDITS) WE ARE HELPING BUSINESSES, NON PROFIT ORGANIZATIONS AND CHURCHES TO DETERMINE THEIR ELIGIBILITY FOR THE ERC (EMPLOYEE RETENTION CREDITS) PROGRAM. AS AN ERC SPECIALIST AFFILIATE, I AM PAID A REFERAL FEE IF ERC SPECIALISTS DETERMINES THE CLIENT QUALIFIES FOR ANY CREDITS. 5) Mr. Burton is also an owner of two Cool Wave Car Wash locations. He operates the locations under the following entities: 6213 Indian River Wash LLC and 5453 Wesleyan Wash LLC. The business is not investment-related. It operates express tunnel car wash locations at: 6213 Indian River Rd., Virginia Beach, VA 23464 & 5453 Wesleyan Dr., Virginia Beach, VA 23455. Mr. Burton holds the position of Investor Member. His relationship with the business began on June 5, 2024 and his involvement is strictly limited to making a capital contribution. He is not involved in the day-to-day operations or management of the business and does not devote any hours per month to this business. Clients are not solicited to invest in this business and therefore no client conflicts exist with respect to this outside business activity. 6) Mr. Burton is also owner of Burton Family Enterprises LLC. The business is not investment-related. The business is located at: 338 Scone Castle Loop, Chesapeake, VA 23322. The nature of the business is solar battery storage. Mr. Burton is the Single Member owner of the LLC. His relationship with the business began on December 12, 2025. He devotes approximately 2-3 hours per month to the business, none of those hours are spent during securities trading hours. His duties are limited to occasional check-ins with those who oversee operations on-site. Mr. Burton is not involved in daily operational activities. Clients are not solicited to invest in this business and therefore no client conflicts exist with respect to this outside business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-14

Other Names

• Steve Burton