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Peace Within Financial CRD 333683
$2.34M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Blacksburg, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evoadvisers | Richmond | VA | 07/2023 | 06/2024 |
| Locker Financial Services | Verona | NJ | 06/2022 | 06/2023 |
| University Of Georgia | Athens | GA | 01/2015 | 08/2020 |
| Peace Within | Suwanee | GA | 08/2005 | 01/2024 |
| Ebix, Inc. | Blacksburg | VA | 01/2009 | Present |
| Virginia Tech | Blacksburg | VA | 08/2020 | 06/2022 |
| Financial Services Review | Blacksburg | VA | 01/2023 | Present |
| Peace Within Financial, Llc | Blacksburg | VA | 11/2024 | Present |
Name of Other Business: Peace Within Financial Counseling, LLC; Whether Business is Investment Related: No; Address of Other Business: Blacksburg, VA; Nature of Other Business: Personal financial consulting/education; Position: Principal and sole employee/consultant; Start Date: 2005; Approximate Number of Hours Per Month Devoted to Other Business: 3; Approximate Number of Hours Per Month Devoted to Other Business During Trading Hours: 0; Duties Relating to Other Business: provide general investment education regarding personal finance matters. No product sales or recommendation of any investments. I speak about and write books/articles regarding personal finance.
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