Nicholas Joiseph Destefano

Current Employers

Employment History

• 04/2016 → 02/2017
  Kingsview Asset Management, Llc
  Chicago, IL
• 09/2019 → 10/2019
  D'ARcy Wealth Management, Inc
  Corona, CA
• 04/2018 → 06/2019
  Forward Financial
  Folsom, CA
• 04/2016 → Present
  Forward Financial
  Georgetown, CA
• 09/2020 → Present
  Trendscast Financial Llc
  Eighty Four, PA

Previous Registrations

• 2019-09-05 → 2019-10-07
  D'ARcy Wealth Management, Inc. - A California Corporation
  Godley, TX
• 2018-04-05 → 2019-06-21
  Forward Financial
  Folsom, CA
• 2016-04-29 → 2017-02-02
  Kingsview Wealth Management, Llc
  Folsom, CA
• 2014-02-27 → 2016-04-05
  Independent Financial Group, Llc
  Auburn, CA
  Folsom, CA
• 2013-04-12 → 2014-02-25
  Wfg Advisors, Lp
  Auburn, CA
• 2011-09-09 → 2013-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Dorado Hills, CA
  New York, NY
  El Dorado Hills, CA
  Auburn, CA
  Folsom, CA
• 2010-04-27 → 2010-12-31
  Wrp Investments, Inc.
  Windsor Locks, CT
  Folsom, CA
• 2009-01-23 → 2010-04-30
  Securities America Advisors, Inc.
  Lavista, NE
• 2006-10-11 → 2009-01-23
  Brecek & Young Advisors, Inc.
  New York, NY
  Folsom, CA
  Folsom, CA
  Folsom, CA
• 2003-02-24 → 2006-10-12
  Money Concepts Capital Corp
  Folsom, CA
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Folsom, CA

Other Businesses

FORWARD FINANCIAL; INVESTMENT RELATED; OWNER AND INSURANCE AGENT; START 04/2016; GEORGETOWN, CA; 80 HOURS PER MONTH; 60 HOURS DURING SECURITIES TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-08
• S63 Uniform Securities Agent State Law Examination
  1997-09-12

Other Names

• Nicholas Joseph Destafano
• Nicholas Joseph Destefano
• Nick ^JOseph Destefano
• Nicholas Joseph Destafano
• Nicholas Joseph Destefano
• Nicholas Destefano