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Mitone Mendezona Griffiths

Vantage Wealth Management, LLC

San Mateo, CA

CRD 5433952

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Employer firm

Vantage Wealth Management, LLC CRD 152374

$1.12B regulatory AUM 64 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Vantage Wealth Management, Llc

66 Bovet Road Ste. 310, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2010-02-01
  • CA RA
    APPROVED
    Since 2010-02-01

Branch Locations

66 Bovet Road Ste. 310, San Mateo, CA 94402 • 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
Vantage Wealth Management, Llc San Mateo CA 11/2007 Present
Lpl Financial Llc San Mateo CA 09/2014 Present
Previous Registrations
  • 2008-02-22 → 2010-02-10
    Securian Financial Services, Inc.
    San Mateo, CA
Other Businesses

1. 09/12/2014 - NOTARY PUBLIC - SAN MATEO, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-29
  • S66 Uniform Combined State Law Examination
    2008-01-29
Other Names
  • Mitone Mendezona

View on SEC IAPD

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Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
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