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Shannon Stacy Lemon

Elmwood Wealth Management

Berkeley, CA

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Current Employers
Elmwood Wealth Management

2027 Fourth Street Suite 203, Berkeley, CA 94710-1912 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-12
CA RA APPROVED 2012-11-07
  • TX RA
    APPROVED
    Since 2024-11-12
  • CA RA
    APPROVED
    Since 2012-11-07

Branch Locations

2027 Fourth Street, Suite C, Berkeley, CA 94710 • 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
Elmwood Wealth Management Berkeley CA 11/2012 Present
Designations
Other Names
  • Shannon Gallo
  • Shannon Gallo-Lemon
  • Shannon Pfannenstiel

View on SEC IAPD

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ASHLEY COONS
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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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