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Zepher Cove, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
Zepher Cove, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Presidential Brokerage | San Diego | CA | 09/2013 | 11/2016 |
| Kestra Investment Services | Austin | CA | 11/2016 | 08/2018 |
| Client One Securities, Llc | Leawood | KS | 08/2018 | 02/2020 |
| Changepath, Llc | Leawood | KS | 02/2020 | Present |
| America's Retirement Advisory Group | San Diego | CA | 10/2016 | 02/2020 |
| Safe Harbor Solutions | San Diego | CA | 02/2020 | Present |
| Kinetic Investment Management, Inc. | San Diego | CA | 06/2022 | Present |
MICHAEL WIENANDT; INVESTMENT RELATED; 3111 CAMINO DEL RIO NORTH, STE 400, SAN DIEGO, CA 92108; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE SEPTEMBER 1, 2010; APX 120 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS. Work part time at Home Depot at 4255 Genesee Ave San Diego as a cashier
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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