Caitlin Allard

Current Employers

Employment History

• 09/2020 → 12/2024
  Sentinel Wealth Management, Inc.
  Reston, VA
• 07/2018 → 09/2020
  The Legacy Foundation
  Charlottesville, VA
• 05/2016 → 07/2018
  Abaco Systems, Inc.
  Charlottesville, VA
• 12/2024 → Present
  Wcg Wealth Advisors, Llc
  Cobbs Creek, VA

Previous Registrations

• 2020-12-01 → 2024-12-13
  Sentinel Wealth Management, Inc.
  Charlottesville, VA
  Charlottesville, VA
  Reston, VA

Other Businesses

1. 12/16/2024 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/16/2024 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. 01/01/2024 - YMCA - Not Investment Related - 2769 Godwin Boulevard Suffolk, VA 23434 - Non-Profit 501(c)(3) - Member of Advisory Board - Raise awareness in community about services the YMCA offers. Participate in local booths to try to obtain new membership with the YMCA - I started this activity in 01/2024 - I expect to spend approximately 2 hours per month on this activity and 0 hours per trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-20

Designations