Best Investors Account Sign in

Ricardo Salinas

Kwb Wealth

Redlands, CA

Claim This Profile
Current Employers
Kwb Wealth

1782 Orange Tree Lane, Redlands, CA 92374 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

1782 Orange Tree Lane, Redlands, CA 92374 • 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
Citrus College Glendora CA 08/2019 05/2022
Covina High School Covina CA 08/2015 06/2019
California State Polytechnic University Pomona Pomona CA 08/2022 05/2025
College Of Env Pomona CA 08/2022 05/2025
Kwb Wealth Redlands CA 10/2024 Present
Lpl Financial Redlands CA 08/2025 Present
Kwb Wealth Redlands CA 12/2025 Present
  • 08/2019 → 05/2022
    Citrus College
    Glendora, CA
  • 08/2015 → 06/2019
    Covina High School
    Covina, CA
  • 08/2022 → 05/2025
    California State Polytechnic University Pomona
    Pomona, CA
  • 08/2022 → 05/2025
    College Of Env
    Pomona, CA
  • 10/2024 → Present
    Redlands, CA
  • 08/2025 → Present
    Lpl Financial
    Redlands, CA
  • 12/2025 → Present
    Redlands, CA
Other Businesses

1. 08/2025 - KWB Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/8/2025. 2. 12/18/2025-KWB Wealth-Advisor-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 08/01/2025-160hrs/mth-8hrs/mth during trading. I provide investment advisory services through KWB Wealth, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-01
  • S66 Uniform Combined State Law Examination
    2025-12-01
Other Names
  • Ricardo Salinas

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Redlands, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor