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Pde Wealth Advisors, LLC CRD 291373
$37.4M regulatory AUM 42 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8655 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-30 |
| TX | RA | APPROVED | 2018-02-09 |
| CA | RA | APPROVED | 2018-01-17 |
Branch Locations
8655 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rpa Wealth Management | Rancho Cucamonga | CA | 11/2013 | 01/2018 |
| Rpa Insurance Services | Rancho Cucamonga | CA | 12/2013 | 12/2017 |
| Pde Wealth Advisors, Llc | Rancho Cucamonga | CA | 01/2018 | Present |
| Pde Insurance Services, Inc. | Rancho Cucamonga | CA | 12/2017 | Present |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 02/2019 | 12/2021 |
PDE Insurance Services, Inc.; INVESTMENT RELATED; RANCHO CUCAMONGA, CA; INSURANCE AGENT SINCE DECEMBER 2017; APPROXIMATELY 80 HOURS A MONTH; SELL INSURANCE PRODUCTS AND SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-20 |
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