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Jessica Lauren Cutler

Integris Wealth Management, LLC

Monterey, CA

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Current Employers
Integris Wealth Management, Llc

435 Washington Street Suite A, Monterey, CA 93940 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-24
TX RA APPROVED 2024-05-24
  • CA RA
    APPROVED
    Since 2024-05-24
  • TX RA
    APPROVED
    Since 2024-05-24

Branch Locations

435 Washington Street Suite A, Monterey, CA 93940 • 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
Integris Wealth Management Monterey CA 06/2018 Present
Pacific Engineering Group, Inc. Monterey CA 03/2015 10/2019
Pedrazzi Farms, Llc Salinas CA 07/2018 08/2019
Ventana Vineyards, Llc Soledad CA 11/2014 10/2017
  • 06/2018 → Present
    Integris Wealth Management
    Monterey, CA
  • 03/2015 → 10/2019
    Pacific Engineering Group, Inc.
    Monterey, CA
  • 07/2018 → 08/2019
    Pedrazzi Farms, Llc
    Salinas, CA
  • 11/2014 → 10/2017
    Ventana Vineyards, Llc
    Soledad, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-24
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24

View on SEC IAPD

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