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11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-05-19 |
Branch Locations
11622 El Camino Real Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
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