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Michael Patrick Hartman

Mcdonald Hartman Wealth Advisors

Santa Monica, CA

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Current Employers
Mcdonald Hartman Wealth Advisors

1541 Ocean Avenue Suite 200, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-30
  • CA RA
    APPROVED
    Since 2022-06-30

Branch Locations

1541 Ocean Avenue Suite 200, Santa Monica, CA 90401 • 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
Reilly Financial Advisors Llc La Mesa CA 05/2015 12/2016
Wealthsource Partners, Llc Los Angeles CA 02/2017 01/2018
Kaye Capital Management El Segundo CA 01/2018 12/2018
Mutual Advisors, Llc. Casper WY 12/2018 06/2022
Mcdonald Hartman Wealth Advisors Los Angeles CA 06/2022 Present
  • 05/2015 → 12/2016
    Reilly Financial Advisors Llc
    La Mesa, CA
  • 02/2017 → 01/2018
    Wealthsource Partners, Llc
    Los Angeles, CA
  • 01/2018 → 12/2018
    Kaye Capital Management
    El Segundo, CA
  • 12/2018 → 06/2022
    Mutual Advisors, Llc.
    Casper, WY
  • 06/2022 → Present
    Mcdonald Hartman Wealth Advisors
    Los Angeles, CA
Previous Registrations
  • 2018-12-17 → 2022-06-30
    Mutual Advisors, Llc
    Los Angeles, CA
  • 2018-01-09 → 2018-12-31
    Kaye Capital Management
    El Segundo, CA
  • 2017-02-21 → 2018-02-22
    Wealthsource®
    Los Angeles, CA
  • 2015-05-29 → 2016-12-15
    Reilly Financial Advisors
    La Mesa, CA
  • 2013-05-10 → 2015-05-19
    Cetera Advisors Llc
    Victorville, CA
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-09
  • S66 Uniform Combined State Law Examination
    2013-05-09
Designations
Other Names
  • Michael Mcdonald Hartman
  • Michael Patrick Mcdonald Hartman
  • Michael P Hartman

View on SEC IAPD

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Other Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
MANTIS CAPITAL MANAGEMENT, LLC · SANTA MONICA, CA

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