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Lisa Anne Kirkpatrick Kirchenbauer

Omega Wealth Management LLC

Arlington, VA

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Current Employers
Omega Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-04-30
VA RA APPROVED 2004-10-01
  • TX RA
    APPROVED_RES
    Since 2015-04-30
  • VA RA
    APPROVED
    Since 2004-10-01

Branch Locations

4501 N Fairfax Dr 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 12/2008 Present
Omega Wealth Consulting, Llc Arlington VA 03/2009 Present
Previous Registrations
  • 2002-04-29 → 2004-09-30
    The Advisors Group, Inc.
    Arlington, VA
  • 2004-01-16 → 2004-01-16
    Ameritas Investment Company, Llc
    Arlington, VA
Other Businesses

OMEGA WEALTH CONSULTING, LLC; ARLINGTON, VA; NOT INVESTMENT-RELATED; BUSINESS & LIFE PLANNING CONSULTING; PRESIDENT; START 03/2009; MS. KIRCHENBAUER DEVOTES APPROXIMATELY (5% OF HER TIME) TO THIS OTHER BUSINESS ACTIVITY; OFFERS TRAINING, COACHING AND CONSULTING SERVICES TO INSTITUTIONS, SMALL BUSINESSES, AND INDIVIDUALS IN THE AREAS OF BUSINESS AND LIFE PLANNING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-07
S63 Uniform Securities Agent State Law Examination 1987-04-27
  • S65 Uniform Investment Adviser Law Examination
    1992-02-07
  • S63 Uniform Securities Agent State Law Examination
    1987-04-27
Designations
Other Names
  • Lisa Anne Kirkpatrick
  • Lisa A K Kirchenbauer

View on SEC IAPD

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