Wade Emanuel Gribaldo

Current Employers

Employment History

• 07/2009 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2008-08-13 → 2009-08-06
  Cetera Wealth Services, Llc
  Zephyr Cove, NV
• 1999-03-10 → 2008-08-13
  Pension Planners Securities, Inc.
  Sacramento, CA
  Sacramento, CA
  Sacramento, CA

Other Businesses

(1) MONSON & ASSOCIATES POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 965 University Ave Ste. 150, Sacramento CA 95825, United States DESCRIPTION: 100% OWNER OF MONSON & ASSOCIATES PROVIDING TAX PREP, ACCOUNTING, AND PAYROLL PROCESSING (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/26/1996 ADDRESS: 965 University Ave Ste. 150, Sacramento CA 95825, United States DESCRIPTION: CA & NV INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (3) WADE GRIBALDO WEALTH MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/16/2020 ADDRESS: 965 University Ave Ste. 150, Sacramento CA 95825, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSES (4) WADE GRIBALDO LLC, DBA PERFECT BALANCE TAX SERVICE POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/24/2014 ADDRESS: 965 University Ave Ste. 150, Sacramento CA 95825, United States DESCRIPTION: DBA USED TO MARKET TAX SERVICES (5) WADE GRIBALDO LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2023 ADDRESS: 965 University Ave, Ste. 150, Sacramento CA 95825, United States DESCRIPTION: I purchased my office building and rent out space. The space is in the same building but does have any access to the space where I operate the securities business. They have separate addresses, entrances, keys, etc. AVANDI AESTHETICS LLC POSITION: non formal partner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 965 University Ave Ste 100, Sacramento CA 95825, United States DESCRIPTION: I want to purchase and lease some of the equipment and outfit the office for her to operate the business in. I may be involved in business decisions, paying bills, opening mail, bookkeeping, payroll. I would be helping out where I can and my office is next door and I own the building.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1996-11-04