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Inactive

Ann Marie Poletti

Prossimo Advisors LLC

San Luis Obispo, CA

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Current Employers
Prossimo Advisors Llc

1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-02
TX RA APPROVED 2025-03-02
  • CA RA
    APPROVED
    Since 2025-03-02
  • TX RA
    APPROVED
    Since 2025-03-02

Branch Locations

1150 Osos Street Suite 208, San Luis Obispo, CA 93401 • 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
Founder's Community Bank San Luis Obispo CA 04/2005 02/2017
Prossimo Advisors Llc San Luis Obispo CA 04/2017 Present
  • 04/2005 → 02/2017
    Founder's Community Bank
    San Luis Obispo, CA
  • 04/2017 → Present
    Prossimo Advisors Llc
    San Luis Obispo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-27
Other Names
  • Ann Marie Karleskint

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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