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Martin Gabriel Rascon

Weatherly Asset Management

Del Mar, CA

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Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-11
  • CA RA
    APPROVED
    Since 2022-10-11

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • 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
Platt Wealth Management San Diego CA 09/2020 09/2022
Platt Wealth Management San Diego CA 03/2020 09/2020
Gr Catering San Diego CA 01/2016 03/2020
San Diego University San Diego CA 08/2015 05/2020
Weatherly Asset Management, Lp Del Mar CA 10/2022 Present
  • 09/2020 → 09/2022
    Platt Wealth Management
    San Diego, CA
  • 03/2020 → 09/2020
    Platt Wealth Management
    San Diego, CA
  • 01/2016 → 03/2020
    Gr Catering
    San Diego, CA
  • 08/2015 → 05/2020
    San Diego University
    San Diego, CA
  • 10/2022 → Present
    Weatherly Asset Management, Lp
    Del Mar, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-23
  • S65 Uniform Investment Adviser Law Examination
    2021-01-23
Designations
Other Names
  • Marty Gabriel Rascon
  • Martin Gabriel Rascan

View on SEC IAPD

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FOCUS INVESTMENT ADVISORS, INC
LPL FINANCIAL LLC
KARMEL CAPITAL MANAGEMENT LLC
LT1 CAPITAL LLC

Other Investors

Bradley S Cooperman
Adrian Fredrick Schulz
ANNETTE LOUISE YOUNG
RONALD D LANDELIUS
Jason French
VANESSA LYNN GRILLO
NOZOMI LAUGHY
Ian Kelly-Thomas

Other Offices

J.P. MORGAN SECURITIES LLC · DEL MAR, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Del Mar, CA
U.S. BANCORP ADVISORS, LLC · Del Mar, CA
FIRST TURN MANAGEMENT, LLC · SOLANA BEACH, CA
FOCUS INVESTMENT ADVISORS, INC · SOLANA BEACH, CA

More in Del Mar, CA

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