Isaac Rudy Pineda

Current Employers

Employment History

• 04/2015 → 12/2017
  New York Life Insurance Co.
  Glendale, CA
• 08/2015 → 12/2017
  Nylife Securities Llc
  Glendale, CA
• 05/2019 → 02/2022
  J.P. Morgan Securities Llc
  La Habra, CA
• 04/2019 → 02/2022
  Jpmorgan Chase Bank, N.A.
  Fullerton, CA
• 01/2018 → 10/2018
  Cerda Munoz Advisors, Inc.
  Downey, CA
• 11/2018 → 03/2019
  Unemployed
  Anaheim, CA
• 02/2022 → 06/2024
  Centaurus Financial, Inc.
  Downey, CA
• 07/2024 → 10/2024
  Lpl Financial Llc
  El Monte, CA
• 09/2024 → Present
  Lifeworks Advisors, Llc Dba Wealth Innovation Group
  Orange, CA

Previous Registrations

• 2024-07-17 → 2024-10-08
  Lpl Financial Llc
  El Monte, CA
• 2022-02-24 → 2024-06-11
  Centaurus Financial, Inc.
  Anaheim, CA
  Downey, CA
• 2019-05-15 → 2022-02-02
  J.P. Morgan Securities Llc
  Fullerton, CA
  La Habra, CA

Other Businesses

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Innovation Consulting, LLC; Not investment-related; 701 S Main St., 330, Logan, UT. 84321; Tax and exit planning consulting; Consultant; Approx. 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-03
• S63 Uniform Securities Agent State Law Examination
  2015-09-14

Other Names

• Isaac Rodolfo Pineda
• Isaac Rudy Pineda