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Current Employers
Aurelius Family Office, Llc

3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-27
  • VA RA
    APPROVED
    Since 2025-02-27

Branch Locations

Alexandria, VA • United States

3 Executive Park Drive Suite 261, Bedford, NH 03110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Global Retirement Partners, Llc Mclean VA 01/2020 05/2024
Hub International Investment Services, Inc. Concord CA 01/2020 05/2024
Charles Schwab & Co., Inc. Alexandria VA 05/2024 12/2024
Charles Schwab Bank Ssb Alexandria VA 05/2024 12/2024
Unemployed Arlington VA 10/2019 01/2020
Aurelius Family Office, Llc Alexandria VA 02/2025 Present
Campbell Wealth Management, Inc Alexandria VA 02/2016 10/2019
  • 01/2020 → 05/2024
    Mclean, VA
  • 01/2020 → 05/2024
    Hub International Investment Services, Inc.
    Concord, CA
  • 05/2024 → 12/2024
    Alexandria, VA
  • 05/2024 → 12/2024
    Charles Schwab Bank Ssb
    Alexandria, VA
  • 10/2019 → 01/2020
    Unemployed
    Arlington, VA
  • 02/2025 → Present
    Alexandria, VA
  • 02/2016 → 10/2019
    Campbell Wealth Management, Inc
    Alexandria, VA
Previous Registrations
  • 2024-06-24 → 2025-01-03
    Alexandria, VA
  • 2020-01-29 → 2024-05-21
    Mclean, VA
    San Rafael, CA
  • 2016-04-07 → 2019-10-23
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2014-02-28 → 2016-04-04
    Vienna, VA
    Alexandria, VA
  • 2012-11-30 → 2014-02-27
    Vienna, VA
  • 2009-10-19 → 2012-12-11
    Osaic Fs, Inc.
    Arlington, VA
    Arlington, VA
    Virginia Beach, VA
  • 2009-07-24 → 2009-10-13
    Securities America Advisors, Inc.
    Alexandria, VA
  • 2006-08-10 → 2009-07-30
    Osaic Fs, Inc.
    Arlington, VA
    Plymouth, MA
  • 2000-08-11 → 2006-07-27
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-01
S63 Uniform Securities Agent State Law Examination 1996-05-24
  • S65 Uniform Investment Adviser Law Examination
    1999-12-01
  • S63 Uniform Securities Agent State Law Examination
    1996-05-24
Designations
Other Names
  • Mellissa Yockey
  • Melissa Yockey
  • Melissa Ann Voight
  • Melissa Voight

View on SEC IAPD

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