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Wright Financial Advisory LLC CRD 341180
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
West Orange, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brilliant Earth | Secaucus | NJ | 06/2021 | Present |
| High School/College | Various | NH | 01/2016 | 06/2021 |
Name of Business: Masterful Moissanite (K Saps LLC). Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Online retail of men's jewelry specializing in moissanite items. Position/Title: Owner/Proprietor. Start Date: 11/28/2021. Approximate Hours per Month: 15. Hours During Trading Hours: 0. Duties: Managing inventory, website maintenance, customer service, and marketing for jewelry sales. Name of Business: Operations Assistant. Investment-Related: No. Address: [Insert your Secaucus work street address, Secaucus, NJ, Zip]. Nature of Business: Operational corporate business support. Position/Title: Operations Assistant. Start Date: [Insert Start Date]. Approximate Hours per Month: 160. Hours During Trading Hours: 160. Duties: Administrative operations and non-advisory business support duties. (Advisory responsibilities for Wright Financial Advisory LLC are strictly prioritized outside of conflicting tasks). Name of Business: Elevated Adonis LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: E-commerce retail athletic apparel business for tall men. Position/Title: Owner. Start Date: 11/01/2025. Approximate Hours per Month: 5. Hours During Trading Hours: 0. Duties: Web administration, inventory monitoring, and operational oversight. Name of Business: RSK Investments, LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Passive, family-owned holding company for private family assets. Position/Title: Passive Member. Start Date: 06/01/2026. Approximate Hours per Month: 0. Hours During Trading Hours: 0. Duties: Passive member with zero active management or day-to-day operations. Name of Business: City On Lock LLC. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Inactive corporate shell entity with no active business operations or revenue generation. Position/Title: Principal. Start Date: 11/01/2025. Approximate Hours per Month: 0. Hours During Trading Hours: 0. Duties: None; corporate shell is completely inactive. Name of Business: Social Media Content Creation. Investment-Related: No. Address: 136 Mount Pleasant Ave, West Orange, NJ 07052. Nature of Business: Social media content creation focusing on general financial & macroeconomic commentary. Position/Title: Independent Content Creator. Start Date: 10/31/2025. Approximate Hours per Month: 20. Hours During Trading Hours: 0. Duties: Scriptwriting, filming, and editing educational videos for TikTok, Instagram, and YouTube.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-21 |
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