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24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-18 |
| FL | RA | APPROVED | 2021-11-23 |
Branch Locations
24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bonita Springs | FL | 05/2014 | 05/2019 |
| Independent Financial Partners | Bonita Springs | FL | 05/2014 | 01/2022 |
| Ifp Securities, Llc | Bonita Springs | FL | 05/2019 | 01/2022 |
| Rinaldi Wealth Management, Inc | Bonita Springs | FL | 11/2021 | Present |
| Rinaldi Wealth Management, Inc | Bonita Springs | FL | 01/2017 | Present |
| Rinaldi Foundation For Financial Education | Bonita Springs | FL | 01/2024 | Present |
| Rinaldi Wealth Management, Inc. | Bonita Springs | FL | 01/2017 | 02/2024 |
President; Rinaldi Foundation for Financial Education; Investment Related: Yes; An overwhelming number of retirees have limited Social Security incomes with little, if any, savings. Many retirees are living in poverty or at risk for falling into poverty. Making decisions regarding debt, income, or other finances can be daunting without proper information. We provide free educational seminars to help these retirees navigate the complexities of retirement planning. Our goal is to help retirees with limited resources avoid falling into poverty and maximize their retirement income over their lifetime.; Oversee organization. Develop educational materials and provide free educational seminars to help retirees navigate the complexities of retirement planning; 2024-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-30 |
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