Luis A Galdamez

Current Employers

Employment History

• 05/2015 → 05/2017
  Lpl Financial
  Glendale, CA
• 03/2017 → 05/2017
  Global Retirement Partners, Llc
  San Rafael, CA
• 05/2017 → 01/2018
  Haydel, Biel & Associates
  Pasadena, CA
• 01/2018 → 02/2020
  Surevest, Inc. Dba Surevest Wealth Management
  Newport Beach, CA
• 04/2015 → 05/2017
  My 360 Wealth Management
  Glendale, CA
• 01/2020 → 02/2023
  Surevest, Llc
  Phoenix, AZ
• 09/2022 → Present
  Real Talk Capital, Llc
  Franklin, TN

Previous Registrations

• 2020-01-16 → 2023-03-15
  Surevest Private Wealth
  Long Beach, CA
  Los Angeles, CA
• 2018-01-30 → 2020-02-07
  Surevest Wealth Management
  Newport Beach, CA
• 2017-06-12 → 2018-01-22
  Equanimity Financial Partners
  Pasadena, CA
• 2017-03-09 → 2017-07-28
  Global Retirement Partners Llc
  Glendale, CA
  San Rafael, CA
• 2015-05-07 → 2017-05-22
  Lpl Financial Llc
  Glendale, CA
• 2014-09-25 → 2015-04-08
  Tiaa-Cref Individual & Institutional Services, Llc
  Sherman Oaks, CA

Other Businesses

Rob Luna Enterprises, LLC which offers the RL Wealth Academy - Paid courses via recordings and Zoom (some in person speaking events primarily on the weekends). Investment related. Located at: 3401 Mallory Ln, Suite 100, #415 Franklin, TN 37067. 5+ hours per month. 0 hours during trading hours. 12/2020. Real Talk insurance Solutions, LLC, which offers insurance products. Located at 3401 Mallory Ln, Suite 100, #415 Franklin, TN 37067. 5+ hours per month. 0 hours during trading hours. 1/2023. Alameda Mortgage Corporation; non-investment related; 1475 N Broadway, Suite 310 Walnut Creek, CA 94596; Mortgage Loan Officer; Start Date: 5/28/2024; 5 hours monthly; zero hours during security trading hours; Oversee the Real Talk Mortgage program.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-25
• S63 Uniform Securities Agent State Law Examination
  2003-06-28

Designations

Other Names

• Luis Alonso Galdamez
• Luis Alonso Galdamez
• Luis Alonso Galdamez
• Luis Alonso Galdamez