Joel Warren Malakoff

Current Employers

Employment History

• 12/2003 → Present
  Malakoff & Associates, Inc.
  Castro Valley, CA
• 05/2005 → Present
  Lpl Financial, Llc
  Castro Valley, CA
• 11/2010 → Present
  Malakoff Wealth
  Castro Valley, CA

Other Businesses

1) 11/15/2010: MALAKOFF WEALTH - Registered Investment Advisor DBA - DBA: MALAKOFF WEALTH - Investment Related - At Reported Business Location(s) - 5% Time Spent - Provide financial plans for hourly fee of $150/hr or pre-arranged fixed fee. 2) 3/5/2018 - Master Wealth, LLC - DBA: Malakoff & Associates - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2013 - 5 Hours Per Month/0 Hours During Securities Trading. 3) 3/12/2018 - Master Wealth, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 250 Hours Per Month/88 Hours During Securities Trading. 4) 7/30/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/15/2021 - 5 Hours Per Month During Securities Trading 5) 08/11/2023 - MASTER WEALTH - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/10/2023 - 176 Hours Per Month/ 88 Hours During Trading 6) 02/04/2026 - Master Wealth Properties, LLC. - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 05/01/2023 - 10 hours per month/ 5 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-29
• S63 Uniform Securities Agent State Law Examination
  2005-06-16

Designations

Other Names

• Joel Warren Malakoff