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Kristine Marie Wallington

The Wealth Collaborative, Inc.

Corona Del Mar, CA

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Current Employers
The Wealth Collaborative, Inc.

306 Jasmine Avenue, Corona Del Mar, CA 92625 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-04-23
  • CA RA
    APPROVED
    Since 2008-04-23

Branch Locations

306 Jasmine Avenue, Corona Del Mar, CA 92625 • 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
The Wealth Collaborative, Inc. Westlake Village CA 10/2007 Present
Previous Registrations
  • 2007-08-31 → 2007-12-31
    Lwi Financial Inc.
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-30
  • S65 Uniform Investment Adviser Law Examination
    2007-08-30
Other Names
  • Kristie Myrick
  • Kristine Marie Mershon
  • Kristine Marie Myrick
  • Kristine Marie Myrick

View on SEC IAPD

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MASTER FUND MANAGEMENT, LLC
GHW VENTURES LLC
BEACON POINTE ADVISORS, LLC
PORT STREET INVESTMENTS, LLC
PRENEED ADVISORY, LLC

Other Investors

STEPHEN BLACKWELL
ANDREW PATRICK IRWIN
RAFFAELE MARI
Joshua D Barnum
JEFFREY BYRON WHEELER
JEFFREY SCOTT ROBINSON
STEPHANIE ANNE RUMOLD
MICHAEL SHAWN BAKOS

Other Offices

J.P. MORGAN SECURITIES LLC · CORONA DEL MAR, CA
GLOBAL WEALTH MANAGEMENT · CORONA DEL MAR, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORONA DEL MAR, CA
MASTER FUND MANAGEMENT, LLC · CORONA DEL MAR, CA
GHW VENTURES LLC · CORONA DEL MAR, CA
BEACON POINTE ADVISORS, LLC · NEWPORT BEACH, CA
PORT STREET INVESTMENTS, LLC · NEWPORT BEACH, CA
PRENEED ADVISORY, LLC · NEWPORT BEACH, CA

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