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Michael Alan Wienandt

Equity Advisors, LLC

San Diego, CA

Zepher Cove, NV

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Current Employers
Equity Advisors, Llc

Zepher Cove, NV • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-10
  • CA RA
    APPROVED
    Since 2024-07-10

Branch Locations

San Diego, CA • United States

Zepher Cove, NV • 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
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
  • 09/2013 → 11/2016
    Presidential Brokerage
    San Diego, CA
  • 11/2016 → 08/2018
    Kestra Investment Services
    Austin, CA
  • 08/2018 → 02/2020
    Client One Securities, Llc
    Leawood, KS
  • 02/2020 → Present
    Changepath, Llc
    Leawood, KS
  • 10/2016 → 02/2020
    America's Retirement Advisory Group
    San Diego, CA
  • 02/2020 → Present
    Safe Harbor Solutions
    San Diego, CA
  • 06/2022 → Present
    San Diego, CA
Previous Registrations
  • 2022-06-16 → 2024-07-02
    Los Angeles, CA
    San Diego, CA
  • 2020-02-25 → 2022-06-27
    San Diego, CA
    Overland Park, KS
    San Diego, CA
  • 2018-08-16 → 2020-02-19
    San Diego, CA
    Overland Park, KS
    Overland Park, KS
    San Diego, CA
  • 2016-10-31 → 2018-08-16
    San Diego, CA
    Austin, TX
  • 2013-09-10 → 2016-11-07
    Forta Financial Group, Inc.
    San Diego, CA
    Greenwood Village, CO
    San Diego, CA
  • 2013-08-26 → 2013-10-08
    Key West Investments, Llc
    San Gabriel, CA
    San Gabriel, CA
  • 2003-06-24 → 2013-08-23
    Fsc Securities Corporation
    San Diego, CA
    San Diego, CA
  • 1999-04-21 → 2002-11-26
    Morgan Stanley Dw Inc.
    San Diego, CA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-16
S63 Uniform Securities Agent State Law Examination 1992-05-15
  • S65 Uniform Investment Adviser Law Examination
    1997-07-16
  • S63 Uniform Securities Agent State Law Examination
    1992-05-15
Other Names
  • Mike Wienandt

View on SEC IAPD

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