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Lauren Michelle Podnos

Wealth Care LLC

Merritt Island, FL

Austin, TX

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Current Employers
Wealth Care Llc

Merritt Island, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-12
  • TX RA
    APPROVED_RES
    Since 2019-03-12

Branch Locations

Merritt Island, FL • United States

Austin, TX • 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
Tiaa-Cref Individual & Institutional Services, Llc New York NY 09/2016 09/2017
Wealth Care Llc Merritt Island FL 10/2017 11/2021
Schnall Advisory Services, Inc. New York NY 02/2018 03/2018
Wealth Care Llc Austin TX 11/2021 Present
Wealth Care Llc Austin TX 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-08-17
S65 Uniform Investment Adviser Law Examination 2014-12-24
  • S63 Uniform Securities Agent State Law Examination
    2015-08-17
  • S65 Uniform Investment Adviser Law Examination
    2014-12-24

View on SEC IAPD

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