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Current Employers
Findec Wealth Services, Inc.

1776 W. March Lane Suite 190, Stockton, CA 95207 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-21
TX RA APPROVED 2024-11-21
  • CA RA
    APPROVED
    Since 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

1776 W. March Lane Suite 190, Stockton, CA 95207 • 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
Findec Wealth Services, Inc. Stockton CA 02/2021 02/2023
Office Team/Robert Half-Findec Stockton CA 10/2018 01/2019
Volt/Iron Mountain Livermore CA 08/2018 10/2018
Amazon Tracy CA 03/2018 06/2018
Full-Time Student Goleta CA 01/2010 12/2017
Financial Decisions, Inc. Stockton CA 01/2019 01/2021
Findec Wealth Services, Inc. Stockton CA 11/2024 Present
Findec Benefit Services, Inc. Stockton CA 02/2023 11/2024
  • 02/2021 → 02/2023
    Stockton, CA
  • 10/2018 → 01/2019
    Office Team/Robert Half-Findec
    Stockton, CA
  • 08/2018 → 10/2018
    Volt/Iron Mountain
    Livermore, CA
  • 03/2018 → 06/2018
    Amazon
    Tracy, CA
  • 01/2010 → 12/2017
    Full-Time Student
    Goleta, CA
  • 01/2019 → 01/2021
    Financial Decisions, Inc.
    Stockton, CA
  • 11/2024 → Present
    Stockton, CA
  • 02/2023 → 11/2024
    Findec Benefit Services, Inc.
    Stockton, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-14
  • S65 Uniform Investment Adviser Law Examination
    2021-06-14

View on SEC IAPD

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