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Joseph Paul Kalmanovitz

Canter Wealth

La Jolla, CA

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Current Employers
Canter Wealth

7825 Fay Avenue Suite 140, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-01-10
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-01-10

Branch Locations

7825 Fay Avenue Suite 140, La Jolla, CA 92037 • 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
Stonegate Capital Advisors, Llc Scottsdale AZ 04/2013 09/2017
Versant Capital Management, Inc Phoenix AZ 09/2017 08/2018
Canter Wealth San Diego CA 11/2018 Present
Previous Registrations
  • 2018-04-26 → 2018-08-22
    Versant Capital Management, Inc.
    Phoenix, AZ
  • 2017-01-19 → 2018-03-19
    Stonegate Capital Advisors, Llc
    Scottsdale, AZ
  • 2013-05-28 → 2016-12-31
    Stonegate Capital Advisors, Llc
    Scottsdale, AZ
  • 2008-04-28 → 2013-01-10
    Charles Schwab & Co., Inc.
    Scottsdale, AZ
    Scottsdale, AZ
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-27
S66 Uniform Combined State Law Examination 2002-04-10
  • S65 Uniform Investment Adviser Law Examination
    2018-06-27
  • S66 Uniform Combined State Law Examination
    2002-04-10
Designations

View on SEC IAPD

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Other Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA
WEDBUSH SECURITIES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
HAMILTON MANOR & ASSOCIATES · LA JOLLA, CA
TORREYANA CAPITAL · LA JOLLA, CA
INTEGRATED WEALTH CONCEPTS LLC · LA JOLLA, CA

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