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Patric Lin Piantedosi

Retirement Planners Of America

Plano, TX

Irvine, CA

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-07-15
  • CA RA
    APPROVED
    Since 2016-07-15

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

18500 Von Karman Ave Suite 520, Irvine, CA 92612 • 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
Mmwkm Advisors, Llc Irvine CA 07/2016 Present
  • 07/2016 → Present
    Mmwkm Advisors, Llc
    Irvine, CA
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT FOR THE VARIOUS INDEPENDENT INSURANCE COMPANIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-05
  • S66 Uniform Combined State Law Examination
    2008-06-05
Other Names
  • Patric L Piantedosi

View on SEC IAPD

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VANGUARD ADVISERS, INC. · Plano, TX
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