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Matthew Carmen Romeo

Kitchen Table Financial Planning

Richmond, VA

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Current Employers
Kitchen Table Financial Planning

Richmond, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-20
  • VA RA
    APPROVED
    Since 2026-07-20

Branch Locations

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
Sbk Financial, Inc. Richmond VA 06/2015 06/2017
Atlas Financial Richmond VA 06/2017 11/2018
Sbk Financial, Inc. Richmond VA 11/2018 05/2024
Enriched Advice, Llc Richmond VA 08/2024 07/2026
Simplicity Wealth Management, Llc Glen Allen VA 09/2024 03/2025
Kitchen Table Financial Planning, Llc Richmond VA 07/2026 Present
  • 06/2015 → 06/2017
    Sbk Financial, Inc.
    Richmond, VA
  • 06/2017 → 11/2018
    Atlas Financial
    Richmond, VA
  • 11/2018 → 05/2024
    Sbk Financial, Inc.
    Richmond, VA
  • 08/2024 → 07/2026
    Enriched Advice, Llc
    Richmond, VA
  • 09/2024 → 03/2025
    Simplicity Wealth Management, Llc
    Glen Allen, VA
  • 07/2026 → Present
    Kitchen Table Financial Planning, Llc
    Richmond, VA
Previous Registrations
  • 2024-10-07 → 2026-07-02
    Enriched Advice
    Manakin Sabot, VA
  • 2018-12-04 → 2024-07-15
    Wealthcrossing
    Richmond, VA
  • 2017-07-08 → 2019-01-06
    Atlas Financial
    Richmond, VA
  • 2017-03-21 → 2017-06-09
    Wealthcrossing
    Richmond, VA
Designations
Other Names
  • Matt Romeo

View on SEC IAPD

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