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Athena Kaulana Stone

Attentive Investments, LLC

Stockton, CA

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Current Employers
Attentive Investments, Llc

5345 N El Dorado St. Suite 5, Stockton, CA 95207 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-14
  • CA RA
    APPROVED
    Since 2025-08-14

Branch Locations

5345 N El Dorado St. Suite 5, Stockton, CA 95207 • 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
Attentive Investment Managers, Inc. Stockton CA 07/2003 05/2021
Attentive Investments, Llc Stockton CA 06/2021 Present
  • 07/2003 → 05/2021
    Attentive Investment Managers, Inc.
    Stockton, CA
  • 06/2021 → Present
    Attentive Investments, Llc
    Stockton, CA
Previous Registrations
  • 2007-05-25 → 2021-08-02
    Attentive Investment Managers, Inc.
    Stockton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-24
  • S65 Uniform Investment Adviser Law Examination
    2007-05-24
Other Names
  • Athena Kaulana Salwolke

View on SEC IAPD

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PNC WEALTH MANAGEMENT LLC · STOCKTON, CA
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