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Michelle Orellana

Spark Financial Advisors

Richmond, VA

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Current Employers
Spark Financial Advisors

7130 Glen Forest Drive Suite 110, Richmond, VA 23226 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-07
NC RA APPROVED 2024-04-22
TX RA APPROVED 2024-03-18
VA RA APPROVED 2024-03-18
  • PA RA
    APPROVED
    Since 2024-05-07
  • NC RA
    APPROVED
    Since 2024-04-22
  • TX RA
    APPROVED
    Since 2024-03-18
  • VA RA
    APPROVED
    Since 2024-03-18

Branch Locations

7130 Glen Forest Drive Suite 110, Richmond, VA 23226 • 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
Verus Financial Partner Richmond VA 02/2017 04/2017
Vcu Richmond VA 08/2015 05/2017
Verus Financial Partner Richmond VA 02/2016 04/2017
Verus Financial Partner Richmond VA 12/2017 12/2021
Good Neighbor Homes Richmond VA 08/2016 12/2017
Verus Financial Partners, Inc. Richmond VA 12/2021 07/2023
Verus Financial Partners, Inc. Richmond VA 07/2023 02/2024
Spark Financial Advisors, Llc Richmond VA 02/2024 Present
  • 02/2017 → 04/2017
    Verus Financial Partner
    Richmond, VA
  • 08/2015 → 05/2017
    Vcu
    Richmond, VA
  • 02/2016 → 04/2017
    Verus Financial Partner
    Richmond, VA
  • 12/2017 → 12/2021
    Verus Financial Partner
    Richmond, VA
  • 08/2016 → 12/2017
    Good Neighbor Homes
    Richmond, VA
  • 12/2021 → 07/2023
    Verus Financial Partners, Inc.
    Richmond, VA
  • 07/2023 → 02/2024
    Verus Financial Partners, Inc.
    Richmond, VA
  • 02/2024 → Present
    Spark Financial Advisors, Llc
    Richmond, VA
Previous Registrations
Other Businesses

Michelle Orellana is on the board of her local chapter for the Financial Planning Association, the FPA Central Virginia Chapter (FPACVA). Ms. Orellana acts as Treasurer and plays a critical role in ensuring the financial health and integrity of the organization, providing guidance and support to the board and executive leadership on financial matters. Ms. Orellana does not receive any compensation for her services, she spends approximately two (2) hours monthly on these activities and they do not interfere with her job duties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-25
  • S65 Uniform Investment Adviser Law Examination
    2018-09-25
Designations

View on SEC IAPD

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