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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-08 |
Branch Locations
401 West A Street Suite 1800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Carlsbad | CA | 01/2015 | 05/2018 |
| Stay At Home Mom | Na | CA | 05/2018 | 11/2018 |
| Wedbush Securities | San Diego | CA | 11/2018 | 07/2019 |
| Stay At Home Mom | Na | CA | 07/2019 | 08/2020 |
| Chantel Bonneau Stewart | San Diego | CA | 08/2020 | 06/2022 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 08/2020 | 06/2022 |
| Wedbush Securities | San Diego | CA | 07/2022 | Present |
The Kelly-Pitchkolan Wealth Mgmt Group; Investment Related; San Diego, CA; Financial Consultant; DBA for Wedbush Securities Business; Start: 7/2022; Approx: 40 hours monthly, 40 hours during business hours month; Duties: DBA for Wedbush Securities Business, team name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-09 |
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