Victor Paul Mandella

Current Employers

Employment History

• 09/2001 → Present
  Wymac Capital, Inc.
  Pleasant Hill, CA
• 08/2016 → 10/2019
  1St Global Advisors, Inc
  Los Altos, CA
• 08/2016 → 09/2025
  1St Global Capital, Corp
  Los Altos, CA
• 08/2016 → Present
  Moon & Mandella Accountancy Corporation
  Los Altos, CA
• 08/2016 → 09/2025
  Avantax Insurance Services
  Los Altos, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Los Altos, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Los Altos, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Los Altos, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Los Altos, CA
• 1998-03-09 → 2019-10-25
  1St Global Advisors Inc
  Palo Alto, CA
  Los Altos, CA
• 2006-10-24 → 2009-07-11
  Moon & Mandella Financial Advisors, Inc.
  Palo Alto, CA

Other Businesses

1)REAL PROPERTIES POSITION: OWNER/MANAGER NATURE: REAL PROPERTIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 DESCRIPTION: Management of Real Property held for investment 2) MOON & MANDELLA ACCOUNTANCY CORPORATION POSITION: OTHER - OFFICER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1987 DESCRIPTION: CPA firm 3) WYMAC MORTGAGE COMPANY POSITION: BROKER ASSOCIATE NATURE: LENDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 ADDRESS: Walnut Creek CA , United States DESCRIPTION: Mortgage referrals 4)MANDELLA REV LIVING TRUST UTD; TRUSTEE; TRUST; IR; 1; 08/11/2003; Los Altos Hills CA 94022; Ability to invest, manage, lend, borrow, amend and revoke during lifetime.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-29

Designations

Other Names

• Victor Paul Mandella