Anastasia Gene Melbrod

Employer firm

M Wealth Management, LLC CRD 281532

$178M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

M Wealth Management, Llc

13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2017-01-01
TX	RA	APPROVED_RES	2016-09-28
CA	RA	APPROVED	2015-11-12

AZ RA
APPROVED

Since 2017-01-01
TX RA
APPROVED_RES

Since 2016-09-28
CA RA
APPROVED

Since 2015-11-12

Branch Locations

13520 Evening Creek Dr. North Suite 130, San Diego, CA 92128 • 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

Organization	City	State	From	To
Melbrod Financial Services	San Marcos	CA	01/2006	10/2017
National Planning Corporation	San Marcos	CA	09/2006	09/2017
M Wealth Management, Llc	San Diego	CA	09/2015	Present

01/2006 → 10/2017

Melbrod Financial Services

San Marcos, CA
09/2006 → 09/2017

National Planning Corporation

San Marcos, CA
09/2015 → Present

M Wealth Management, Llc

San Diego, CA

Previous Registrations

2009-11-24 → 2017-10-03

National Planning Corporation

San Diego, CA

Other Businesses

--MELBROD FINANCIAL SERVICES - INVESTMENT RELATED - 1635 LAKE SAN MARCOS DR #106, 92078 - FIXED INSURANCE SALES, TAX PREP - SALES AGENT, TAX ADVISOR - 07/2007 - 160 HRS/MO, 1/2 TRADING HRS.--

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-05-24

S66 Uniform Combined State Law Examination

2007-05-24

Designations

Certified Financial Planner

Other Names

Stacey Gene Melbrod

View on SEC IAPD