Cristin Aileen Mcginnis

Employer firm

Ethos Strategic Investments CRD 331831

$4.20M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Ethos Strategic Investments

Norfolk, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-07-25

VA RA
APPROVED

Since 2024-07-25

Branch Locations

Norfolk, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ethos Strategic Investments, Llc	Norfolk	VA	06/2024	Present
Ethos Strategic Investments, Llc	Norfolk	VA	03/2024	Present
Meraki Maisons, Llc	Norfolk	VA	05/2022	Present
Old Point Wealth Management	Newport News	VA	11/2022	02/2024
Spectrum Financial, Llc	Virginia Beach	VA	06/2016	11/2022

06/2024 → Present

Ethos Strategic Investments, Llc

Norfolk, VA
03/2024 → Present

Ethos Strategic Investments, Llc

Norfolk, VA
05/2022 → Present

Meraki Maisons, Llc

Norfolk, VA
11/2022 → 02/2024

Old Point Wealth Management

Newport News, VA
06/2016 → 11/2022

Spectrum Financial, Llc

Virginia Beach, VA

Other Businesses

Meraki Maisons, LLC; Not Investment Related; Norfolk, VA; Owner; Interior Design business; Not currently operating as a business; O hours spent during the month; Started 05/2022.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-21

S65 Uniform Investment Adviser Law Examination

2024-05-21

View on SEC IAPD