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Amanda Laurel Rocca

Highline Wealth Partners

Sherman Oaks, CA

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Current Employers
Highline Wealth Partners

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-26
  • CA RA
    APPROVED
    Since 2024-03-26

Branch Locations

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA 91403 • 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
Hall Private Wealth Advisors Solana Beach CA 04/2015 11/2023
Ms Howells & Co Scottsdale AZ 03/2017 11/2023
Aw Securities Folsom CA 11/2023 03/2024
Allworth Financial Folsom CA 11/2023 03/2024
Highline Wealth Partners Sherman Oaks CA 03/2024 Present
  • 04/2015 → 11/2023
    Hall Private Wealth Advisors
    Solana Beach, CA
  • 03/2017 → 11/2023
    Ms Howells & Co
    Scottsdale, AZ
  • 11/2023 → 03/2024
    Aw Securities
    Folsom, CA
  • 11/2023 → 03/2024
    Allworth Financial
    Folsom, CA
  • 03/2024 → Present
    Highline Wealth Partners
    Sherman Oaks, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-19
  • S63 Uniform Securities Agent State Law Examination
    1999-02-19
Other Names
  • Mandy Rocca
  • Amanda Laurel Rocco
  • Amanda Laurel Rocca
  • Amanda L Rocca

View on SEC IAPD

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