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Carlota Bjork Venegas

Raven Wealth Advisors

Pasadena, CA

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Current Employers
Raven Wealth Advisors

155 N Lake Ave Suite #800, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-17
CA RA APPROVED 2026-03-06
  • TX RA
    APPROVED_RES
    Since 2026-04-17
  • CA RA
    APPROVED
    Since 2026-03-06

Branch Locations

155 N Lake Ave Suite #800, Pasadena, CA 91101 • 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
Ameriprise Financial Services, Inc. Glendale CA 03/2014 02/2020
Clifford Swan Investment Counselors Pasadena CA 05/2020 03/2026
Raven Wealth Advisors, Llc Pasadena CA 03/2026 Present
  • 03/2014 → 02/2020
    Ameriprise Financial Services, Inc.
    Glendale, CA
  • 05/2020 → 03/2026
    Clifford Swan Investment Counselors
    Pasadena, CA
  • 03/2026 → Present
    Raven Wealth Advisors, Llc
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-30
  • S66 Uniform Combined State Law Examination
    2014-04-30
Designations
Other Names
  • Carlota Venegas
  • Carlota Bjork Venegas
  • Carlota Bjork Khavari

View on SEC IAPD

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