Maria Nancy Melecio

Current Employers

Desert Wealth Management Llc

Palm Desert, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2018-07-11

CA RA
APPROVED

Since 2018-07-11

Branch Locations

Palm Desert, CA • 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

Organization	City	State	From	To
Insurance Agent	Palm Desert	CA	12/2014	12/2016
Alpha Wealth Management, Llc	Hemet	CA	11/2015	06/2018
Desert Wealth Management Llc	Palm Desert	CA	07/2018	Present
Club Z Tutoring	Cathedral City	CA	01/2016	04/2023
Finra	Los Angeles	CA	08/2020	Present
California State University San Bernardino	San Bernardino	CA	11/2022	Present

12/2014 → 12/2016

Insurance Agent

Palm Desert, CA
11/2015 → 06/2018

Alpha Wealth Management, Llc

Hemet, CA
07/2018 → Present

Desert Wealth Management Llc

Palm Desert, CA
01/2016 → 04/2023

Club Z Tutoring

Cathedral City, CA
08/2020 → Present

Finra

Los Angeles, CA
11/2022 → Present

California State University San Bernardino

San Bernardino, CA

Previous Registrations

2015-11-09 → 2018-06-19

Alpha Wealth Management, Llc

Hemet, CA
2015-02-17 → 2015-11-13

Waddell & Reed

Indian Wells, CA

Riverside, CA

Other Businesses

08/2020 - Ms. Melecio is an Arbitrator for FINRA, in which she hears and decides on disputes regarding securities matters in the Southern California area. This outside activity takes approximately 5% of her time. UNIVERSITY OF CALIFORNIA SAN BERNARDINO; NON-INVESTMENT RELATED; 11/2022; SAN BERNARDINO, CA; ADJUNCT PROFESSOR; 80 HOURS/MONTH OUTSIDE OF TRADING HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-17

S66 Uniform Combined State Law Examination

2015-02-17

Designations

View on SEC IAPD