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Current Employers
Illumination Wealth Management

11622 El Camino Real Suite 100, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-05-19
  • VA RA
    APPROVED
    Since 2026-05-19

Branch Locations

11622 El Camino Real Suite 100, San Diego, CA 92130 • United States

Richmond, 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
OrganizationCityStateFromTo
Illumination Wealth Management Richmond VA 04/2026 Present
Kasch, Levitch, Mcaleer And Associates Glen Allen VA 12/2020 08/2021
Mass Mutual Commonwealth Roanoke VA 05/2020 06/2020
Chesapeake Bank Kilmarnock VA 05/2019 08/2019
Chesapeake Bank Kilmarnock VA 05/2018 08/2018
Sal's Pizza Kilmarnock VA 08/2016 09/2016
Lancaster High School Kilmarnock VA 09/2013 07/2017
Virginia Tech Blacksburg VA 08/2017 12/2021
Ameriprise Financial Services, Llc Glen Allen VA 05/2021 08/2021
E-Money Advisor Llc Radnor PA 01/2022 03/2024
The Colony Group, Llc Boston MA 03/2024 07/2024
Focus Partners Wealth, Llc Boston MA 07/2024 04/2026
  • 04/2026 → Present
    Richmond, VA
  • 12/2020 → 08/2021
    Kasch, Levitch, Mcaleer And Associates
    Glen Allen, VA
  • 05/2020 → 06/2020
    Mass Mutual Commonwealth
    Roanoke, VA
  • 05/2019 → 08/2019
    Chesapeake Bank
    Kilmarnock, VA
  • 05/2018 → 08/2018
    Chesapeake Bank
    Kilmarnock, VA
  • 08/2016 → 09/2016
    Sal's Pizza
    Kilmarnock, VA
  • 09/2013 → 07/2017
    Lancaster High School
    Kilmarnock, VA
  • 08/2017 → 12/2021
    Virginia Tech
    Blacksburg, VA
  • 05/2021 → 08/2021
    Ameriprise Financial Services, Llc
    Glen Allen, VA
  • 01/2022 → 03/2024
    E-Money Advisor Llc
    Radnor, PA
  • 03/2024 → 07/2024
    The Colony Group, Llc
    Boston, MA
  • 07/2024 → 04/2026
    Boston, MA
Previous Registrations
Other Businesses

the name of the other business: James River Horse Foundation whether the business is investment-related: Yes the address of the other business: 1954 State Farm Rd, 23160 the nature of the other business: James River Horse Foundation provides sanctuary and rehabilitation to retired racehorses in need of a safe place to land. Through its partnership with the Virginia Department of Corrections, JRHF provides an educational and vocational training program to select inmates at the State Farm Work Center. your position: Investment Committee title, or relationship with the other business: Investment Committee the start date of your relationship: 01/01/2025 the approximate number of hours/month you devote to the other business: 8 the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Investment recommendation, proposal for board approval, and management of the foundation's financial assets.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20
Designations
Other Names
  • Zachary Penn Benton
  • Zachary Benton

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