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Paul Michael Lamandia

Oliveira Wealth

Modesto, CA

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Current Employers
Oliveira Wealth

810 Standiford Ave Suite 1, Modesto, CA 95350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-27
  • CA RA
    APPROVED
    Since 2026-07-27

Branch Locations

810 Standiford Ave Suite 1, Modesto, CA 95350 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Modesto CA 09/2008 06/2026
Charles Schwab Bank Modesto CA 09/2008 06/2026
Oliveira Wealth Modesto CA 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-22
  • S66 Uniform Combined State Law Examination
    2004-11-22

View on SEC IAPD

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