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Danielle Learene Luster

Bamboo Wealth Strategies

San Diego, CA

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Current Employers
Bamboo Wealth Strategies

3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

3131 Camino Del Rio North Suite 1000, San Diego, CA 92108 • 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
Spectrum Planning & Advisory Services Inc San Diego CA 08/2014 Present
  • 08/2014 → Present
    Spectrum Planning & Advisory Services Inc
    San Diego, CA
Previous Registrations
  • 2009-10-13 → 2014-09-09
    Msi Financial Services, Inc.
    San Diego, CA
Other Businesses

Bamboo Insurance services. Owner and Corporate Officer. Fixed Insurance sales. 4 hours a month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-06-30
  • S63 Uniform Securities Agent State Law Examination
    1994-06-30
Designations
Other Names
  • Danielle Learene Schmitt
  • Dani Learene Luster

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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