Sharon M Consoli

Current Employers

Employment History

• 12/2015 → 07/2019
  Transamerica Financial Advisors, Inc
  Westlake Village, CA
• 11/2014 → 07/2019
  World Financial Group, Inc.
  Westlake Village, CA
• 04/2017 → 07/2020
  Superior Court Of California, County Of Ventura
  Ventura, CA
• 07/2019 → 01/2023
  First Heartland Capital Inc
  Lake St. Louis, MO
• 09/2023 → Present
  Rpg Family Wealth Advisory, Llc D/B/A Freedom Financial
  Westlake Village, CA
• 07/2019 → Present
  Freedom Financial Llc
  Westlake Village, CA
• 04/2024 → Present
  J19 Foundation, Llc
  Liberty Hill, TX

Previous Registrations

• 2019-09-23 → 2023-01-23
  First Heartland Consultants, Inc.
  Camarillo, CA
  Westlake Village, CA

Other Businesses

1. FREEDOM FINANCIAL LLC. Investment related. Employee. Marketing entity for fixed and insurance products. Start 7/23/19. Approximately 20 hours a month. 2. DBA; Freedom Financial; At Reported Business Location; Registered Investment Advisor DBA; IAR; 08/07/2023 3. Insurance; Owner/Agent; Non Investment Related; 2655 Ranch RD 1869 Liberty Hill Texas 78642; Description of the business: Life, Accident and Health Insurance; Responsibilities Duties: Life insurance & annuities; Start date: 2015-01-02; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 30. 4. Liberty Hill Voters Association; Board of Directors/Treasurer; Non Investment Related; 2655 Ranch Road 1869 #667 Liberty Hill TX 78642; Description of the business: General Purpose Political Action Committee; Responsibilities Duties: open and maintain a committee bank account file reports execute disbursements to selected candidates per the board's direction; Start date: 2025-01-16; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: William Brannan, president. 5. J19 Foundation, LLC; Owner and Solo Member; Not Investment Related; 2655 Ranch Road 1869 Unit 103, Liberty Hill, TX 78642; Description: LLC formed for Investments made for personal wealth utilizing equipment rentals.; Responsibilities: Monitor Investment; 2024-04-07; 0 Hours per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; 4 Percent of total yearly compensation expected to be derived from the business. 6. Sharon Consoli; Individual; Investment related: No; Location: 2655 Ranch Road 1869 #103 Liberty Hill TX 78642; Description: Introduction to a company that sells silver and gold through a membership program. I receive a referral fee if they sign up.; Start date: 2026-01-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10. 7. Dorato Consultants, LLC; Consultant; 2655 Ranch Road 1869 #103 Liberty Hill TX 78642; Administrative Management and General Management Consulting ; 2026-06-05; 4 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-16
• S63 Uniform Securities Agent State Law Examination
  2015-12-28

Other Names

• Sharon Consoli Pazevic