Best Investors Account Sign in
Inactive

Wendy Carol Wildey

Aspiriant, LLC

Los Angeles, CA

San Diego, CA

Claim This Profile
Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-15
  • CA RA
    APPROVED
    Since 2024-08-15

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

12481 High Bluff Ridge Suite 110, San Diego, CA 92130 • 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
Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management San Diego CA 03/2014 11/2021
Aspiriant, Llc San Diego CA 12/2021 09/2023
Aspiriant, Llc San Diego CA 09/2023 Present
  • 03/2014 → 11/2021
    Hynes Advisory Inc. Dba Hearthstone | Private Wealth Management
    San Diego, CA
  • 12/2021 → 09/2023
    Aspiriant, Llc
    San Diego, CA
  • 09/2023 → Present
    Aspiriant, Llc
    San Diego, CA
Previous Registrations
  • 2021-12-03 → 2023-01-30
    Aspiriant, Llc
    Los Angeles, CA
    San Diego, CA
  • 2010-11-09 → 2021-12-31
    Hearthstone | Private Wealth Management
    San Diego, CA
  • 2006-05-08 → 2010-12-15
    Exencial Wealth Advisors
    San Diego, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12
Other Names
  • Wendy C Wildey

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor