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25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-12 |
Branch Locations
17806 Ih 10 Ste. 300, San Antonio, TX 78257 • United States
25 Kent Avenue Suite 401, Brooklyn, NY 11249 • United States
17806 Ih 10 Ste. 300, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gagni Financial Services | Corpus Christi | TX | 07/2015 | Present |
| Maridea Wealth Management Llc | San Antonio | TX | 08/2024 | Present |
| Gagni Wealth Management Llc | San Antonio | TX | 04/2016 | Present |
1) Licensed insurance agent; Not investment-related; 7800 Interstate 10 Frontage Rd., #521, San Antonio, TX 78230; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Mrs. Gagni serves as an Investment Advisor Representative ("IAR") for Gagni Wealth Management LLC since 04/2016 and with Maridea Wealth Management LLC since 08/2024. This dual registration is strictly for transitional purposes only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-26 |
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