Inactive

Iris Datzman Aillaud

Sagent Wealth Management

Laguna Beach, CA

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Current Employers

Sagent Wealth Management

1489 Glenneyre Street, Laguna Beach, CA 92651 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-18
TX	RA	APPROVED	2026-06-18

CA RA
APPROVED

Since 2026-06-18
TX RA
APPROVED

Since 2026-06-18

Branch Locations

Reignier • France

1489 Glenneyre Street, Laguna Beach, CA 92651 • 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

Organization	City	State	From	To
Whirlpool	Benton Harbor	MI	07/2013	05/2017
Sagent Capital, Llc	Laguna Beach	CA	09/2021	Present
Homemaker	Clayton	CA	05/2017	09/2021

07/2013 → 05/2017

Whirlpool

Benton Harbor, MI
09/2021 → Present

Sagent Capital, Llc

Laguna Beach, CA
05/2017 → 09/2021

Homemaker

Clayton, CA

Previous Registrations

2008-09-02 → 2013-09-03

Sagent Wealth Management

Laguna Beach, CA
2008-04-03 → 2008-09-16

Ubs Financial Services Inc.

Newport Beach, CA
2007-12-18 → 2008-03-20

Morgan Stanley & Co. Llc

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-17
S66	Uniform Combined State Law Examination	2007-12-17

S65 Uniform Investment Adviser Law Examination

2026-06-17
S66 Uniform Combined State Law Examination

2007-12-17

Other Names

Iris Joanne Daztman
Iris Joanne Datzman

View on SEC IAPD

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