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Paola Montserrat Quintero Salazar

True Wave Financial Planners

Sacramento, CA

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Current Employers
True Wave Financial Planners

1545 River Park Drive, Suite 401, Sacramento, CA 95815 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-04
  • CA RA
    APPROVED
    Since 2023-09-04

Branch Locations

1545 River Park Drive, Suite 401, Sacramento, CA 95815 • 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
Lucas Group Financial Planners, Inc Sacramento CA 03/2022 Present
Financial Wellness At Sacramento State Sacramento CA 12/2021 05/2023
Mcdonalds Sacramento CA 07/2016 11/2021
Del Campo High School Sacramento CA 08/2014 06/2018
  • 03/2022 → Present
    Lucas Group Financial Planners, Inc
    Sacramento, CA
  • 12/2021 → 05/2023
    Financial Wellness At Sacramento State
    Sacramento, CA
  • 07/2016 → 11/2021
    Mcdonalds
    Sacramento, CA
  • 08/2014 → 06/2018
    Del Campo High School
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-03
  • S65 Uniform Investment Adviser Law Examination
    2023-09-03
Other Names
  • Paola Monserrat Quintero Salazar

View on SEC IAPD

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