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Davis Britt Gardner

Omega Wealth Management LLC

Arlington, VA

CRD 6783878

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Employer firm

Omega Wealth Management LLC CRD 132580

$310M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Omega Wealth Management Llc

4501 N Fairfax Drive Suite 602, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-21
VA RA APPROVED 2020-08-21
  • TX RA
    APPROVED
    Since 2020-08-21
  • VA RA
    APPROVED
    Since 2020-08-21

Branch Locations

4501 N Fairfax Drive Suite 602, Arlington, VA 22203 • 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
Omega Wealth Management Llc Arlington VA 06/2018 Present
Virginia Tech Services Blacksburg VA 01/2016 02/2018
Northwestern Mutual Richmond VA 05/2017 08/2017
Virginia Tech Blacksburg VA 08/2014 05/2018
  • 06/2018 → Present
    Omega Wealth Management Llc
    Arlington, VA
  • 01/2016 → 02/2018
    Virginia Tech Services
    Blacksburg, VA
  • 05/2017 → 08/2017
    Northwestern Mutual
    Richmond, VA
  • 08/2014 → 05/2018
    Virginia Tech
    Blacksburg, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELIBERATE CAPITAL

Nearby Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA

More in Arlington, VA

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