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Elean Manuel Mendoza

Paragon Financial Partners

Woodland Hills, CA

CRD 5747083

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Employer firm

Paragon Financial Partners CRD 158041

$330M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • TRUST ADMINISTRATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Paragon Financial Partners

5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-25
CA RA APPROVED 2015-01-27
  • TX RA
    APPROVED_RES
    Since 2022-03-25
  • CA RA
    APPROVED
    Since 2015-01-27

Branch Locations

5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367 • 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
Paragon Financial Partners Woodland Hills CA 05/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-10
S63 Uniform Securities Agent State Law Examination 2010-03-19
  • S65 Uniform Investment Adviser Law Examination
    2011-03-10
  • S63 Uniform Securities Agent State Law Examination
    2010-03-19
Other Names
  • Manuel Mendoza
  • Manny Mendoza
  • Elean M Mendoza

View on SEC IAPD

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MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
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MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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