Best Investors Account Sign in
Inactive

Anna Butterfield Khemkhajon

Rinaldi Wealth Management, Inc.

Bonita Springs, FL

Claim This Profile
Current Employers
Rinaldi Wealth Management, Inc.

24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-24
  • FL RA
    APPROVED
    Since 2024-10-24

Branch Locations

24311 Walden Center Drive Suite 100, Bonita Springs, FL 34134 • 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
Crestwell School Fort Myers FL 12/2008 03/2021
Rinaldi Wealth Management Bonita Springs FL 12/2021 Present
Rinaldi Wealth Management Bonita Springs FL 10/2024 Present
Unemployed Fort Myers FL 03/2021 12/2021
  • 12/2008 → 03/2021
    Crestwell School
    Fort Myers, FL
  • 12/2021 → Present
    Rinaldi Wealth Management
    Bonita Springs, FL
  • 10/2024 → Present
    Rinaldi Wealth Management
    Bonita Springs, FL
  • 03/2021 → 12/2021
    Unemployed
    Fort Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30

View on SEC IAPD

Other Firms

PORTFOLIO MEDICS, LLC
PELICAN WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
VENTURE VISIONARY PARTNERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ONEDIGITAL
MML INVESTORS SERVICES, LLC

Other Investors

JOHN MICHAEL HACKNEY
MARK DAVID FENTON
Joseph Matthew Pasquinelli
Ty LaVictoire
Brendon McDonnell
MATTHEW STROUD HELLEBUSCH
TRENT VERNON SPECKMAN
Patrick John Fortunato

Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL

More in Bonita Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor