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Jennifer Helton Luzzatto

Strathmore Capital Advisors

Glen Allen, VA

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Current Employers
Strathmore Capital Advisors

2825 South Blvd. Suite 350, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-06
VA RA APPROVED 2025-11-06
  • TX RA
    APPROVED
    Since 2025-11-06
  • VA RA
    APPROVED
    Since 2025-11-06

Branch Locations

5231 Hickory Park Drive Suite A, Glen Allen, VA 23059 • 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
Summit Financial Partners, Inc. (Fka Summit Financial Planning) Richmond VA 07/1999 10/2025
Strathmore Capital Advisors Charlotte NC 10/2025 Present
  • 07/1999 → 10/2025
    Summit Financial Partners, Inc. (Fka Summit Financial Planning)
    Richmond, VA
  • 10/2025 → Present
    Strathmore Capital Advisors
    Charlotte, NC
Previous Registrations
  • 2000-08-23 → 2025-11-06
    Summit Financial Partners, Inc.
    Glen Allen, VA
Designations
Other Names
  • Jennifer Jean Helton

View on SEC IAPD

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