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Molly Mallindine Wagner

Assembly Wealth

Mill Valley, CA

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Current Employers
Assembly Wealth

319 Miller Avenue, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-15
  • CA RA
    APPROVED
    Since 2022-07-15

Branch Locations

319 Miller Avenue, Mill Valley, CA 94941 • 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
Nwam, Llc Mercer Island WA 09/2019 05/2022
Bristlecone Advisors Seattle WA 09/2013 09/2019
Wrapmanager, Inc. Mill Valley CA 06/2022 Present
  • 09/2019 → 05/2022
    Nwam, Llc
    Mercer Island, WA
  • 09/2013 → 09/2019
    Bristlecone Advisors
    Seattle, WA
  • 06/2022 → Present
    Wrapmanager, Inc.
    Mill Valley, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19

View on SEC IAPD

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DONALD MICHAEL ABRAMSON
CHRISTOPHER JOHN ANTONIO

Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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