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1861 California Avenue Suite 101, Corona, CA 92881 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
1861 California Avenue Suite 101, Corona, CA 92881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 10/2015 | 08/2019 |
| Sterling Wealth Partners | Tustin | CA | 05/2016 | 07/2019 |
| Pacific Capital | Corona | CA | 08/2019 | Present |
| Coniglio Wealth Management | Chino | CA | 01/2017 | 07/2019 |
Coniglio Wealth Management Inc - Chino, CA 91710 & Tustin CA 92780. Owner, corporate entity for marketing, insurance sales, accounting and tax purposes. Started 02/2017. Less than 1% of time Morgan Square Homeowners Association; non-investment related; Chino, CA 91710; homeowners association; volunteer board member-treasurer; start date 08/2018; approx 2 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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