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Inactive

Michael David Manjarrez

Whelan Financial

Fresno, CA

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Current Employers
Whelan Financial

7700 North Palm Ave. #201, Fresno, CA 93711-5780 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-04
CA RA APPROVED 2021-02-19
  • TX RA
    APPROVED
    Since 2025-04-04
  • CA RA
    APPROVED
    Since 2021-02-19

Branch Locations

7700 North Palm Ave. #201, Fresno, CA 93711-5780 • 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
Jp Marketing Fresno CA 06/2014 03/2017
Citibank Fresno CA 04/2018 04/2019
Unemployed Fresno CA 03/2017 04/2018
Carmax Fresno CA 04/2019 02/2020
Bolt Wealth Management Clovis CA 05/2019 02/2021
Whelan Financial Fresno CA 02/2021 Present
  • 06/2014 → 03/2017
    Jp Marketing
    Fresno, CA
  • 04/2018 → 04/2019
    Citibank
    Fresno, CA
  • 03/2017 → 04/2018
    Unemployed
    Fresno, CA
  • 04/2019 → 02/2020
    Carmax
    Fresno, CA
  • 05/2019 → 02/2021
    Bolt Wealth Management
    Clovis, CA
  • 02/2021 → Present
    Whelan Financial
    Fresno, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-15
S63 Uniform Securities Agent State Law Examination 2012-09-25
  • S65 Uniform Investment Adviser Law Examination
    2019-01-15
  • S63 Uniform Securities Agent State Law Examination
    2012-09-25
Designations

View on SEC IAPD

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