Weston Charles Haaf

Current Employers

Vantage Wealth Management Llc

Sunnyvale, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-03-06

TX RA
APPROVED

Since 2023-03-06

Branch Locations

Sunnyvale, 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

Organization	City	State	From	To
Fidelity Investments	Dallas	TX	03/2017	05/2020
Fidelity Investments	Dallas	TX	05/2020	03/2023
Vantage Wealth Management Llc	Sunnyvale	TX	03/2023	Present
Fidelity Investments	Dallas	TX	10/2015	02/2017

03/2017 → 05/2020

Fidelity Investments

Dallas, TX
05/2020 → 03/2023

Fidelity Investments

Dallas, TX
03/2023 → Present

Vantage Wealth Management Llc

Sunnyvale, TX
10/2015 → 02/2017

Fidelity Investments

Dallas, TX

Previous Registrations

2018-07-13 → 2023-03-08

Fidelity Personal And Workplace Advisors

Boston, MA
2013-08-05 → 2018-07-13

Strategic Advisers Llc

Dallas, TX

Westlake, TX

Other Businesses

LIVING LIFE PROPERTIES LLC not investment-related Dallas, TX residential real estate rental property Manager October 2020 2 hours per month 0 hours during trading property management, administrative paperwork, collecting rent, filing taxes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-07
S63	Uniform Securities Agent State Law Examination	2012-11-26

S66 Uniform Combined State Law Examination

2013-06-07
S63 Uniform Securities Agent State Law Examination

2012-11-26

Designations

View on SEC IAPD