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Peter Eugene Girolamo

Retirement Wealth Center Inc

Thousand Oaks, CA

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Current Employers
Retirement Wealth Center Inc

100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-12
CA RA APPROVED 2017-07-19
  • NV RA
    APPROVED
    Since 2025-03-12
  • CA RA
    APPROVED
    Since 2017-07-19

Branch Locations

100 E Thousand Oaks Blvd #276, Thousand Oaks, CA 91360 • 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
Girolamo & Company Thousand Oaks CA 06/2002 Present
Bernzott Capital Advisors Camarillo CA 01/2015 10/2017
Retirement Wealth Center Thousand Oaks CA 07/2017 Present
  • 06/2002 → Present
    Girolamo & Company
    Thousand Oaks, CA
  • 01/2015 → 10/2017
    Camarillo, CA
  • 07/2017 → Present
    Retirement Wealth Center
    Thousand Oaks, CA
Previous Registrations
  • 2015-01-07 → 2017-10-30
    Camarillo, CA
  • 2010-12-03 → 2015-12-18
    Retirement Wealth Center Inc
    Thousand Oaks, CA
  • 2009-01-23 → 2010-11-30
    Financial West Group
    Westlake Village, CA
    Thousand Oaks, CA
    Thousand Oaks, CA
    Westlake Village, CA
Other Businesses

OWNER,CPA FIRM - GIROLAMO & COMPANY, CPAS - 100 E. THOUSAND OAKS BLVD. #276, THOUSAND OAKS, CA 91360 - ACCOUNTING, PAYROLL, INCOME TAX PLANNING AND PREPARATION APPROXIMATELY 10 HOURS PER MONTH, NO HOURS DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-09
  • S66 Uniform Combined State Law Examination
    2005-06-09

View on SEC IAPD

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