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Isabella Catherine Ramon

Axia Wealth Management Inc

Bend, OR

Houston, TX

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Current Employers
Axia Wealth Management Inc

255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-04-17
WA RA APPROVED 2024-02-27
CA RA APPROVED 2022-08-08
OR RA APPROVED 2022-08-08
TX RA APPROVED 2022-08-08
  • AZ RA
    APPROVED
    Since 2024-04-17
  • WA RA
    APPROVED
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2022-08-08
  • OR RA
    APPROVED
    Since 2022-08-08
  • TX RA
    APPROVED
    Since 2022-08-08

Branch Locations

255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States

Houston, TX • 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
Axia Wealth Management Bend OR 12/2021 Present
Vanguard Scottsdale AZ 05/2019 08/2019
Full Time Education Houston TX 01/2012 12/2019
Hillstone Restaurant Group Houston TX 05/2017 01/2018
Gap Period Houston TX 01/2020 08/2020
Worth Winning, Llc Houston TX 09/2020 10/2021
Transition To New Job Houston TX 11/2021 11/2021
  • 12/2021 → Present
    Axia Wealth Management
    Bend, OR
  • 05/2019 → 08/2019
    Vanguard
    Scottsdale, AZ
  • 01/2012 → 12/2019
    Full Time Education
    Houston, TX
  • 05/2017 → 01/2018
    Hillstone Restaurant Group
    Houston, TX
  • 01/2020 → 08/2020
    Gap Period
    Houston, TX
  • 09/2020 → 10/2021
    Worth Winning, Llc
    Houston, TX
  • 11/2021 → 11/2021
    Transition To New Job
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-12
  • S65 Uniform Investment Adviser Law Examination
    2022-07-12
Other Names
  • Isabella Ramon

View on SEC IAPD

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Other Investors

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JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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