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Aidan Perry

Stonemark Wealth Management

Pasadena, CA

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Current Employers
Stonemark Wealth Management

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-03-03
  • CA RA
    APPROVED
    Since 2023-03-03

Branch Locations

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • 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
Stonemark Wealth Management Pasadena CA 11/2020 Present
Stonemark Wealth Management Pasadena CA 11/2020 08/2022
University Of San Diego San Diego CA 08/2018 05/2022
Millikan High School Long Beach CA 08/2014 06/2018
United States Marine Corps Reserve San Diego CA 08/2018 05/2022
  • 11/2020 → Present
    Stonemark Wealth Management
    Pasadena, CA
  • 11/2020 → 08/2022
    Stonemark Wealth Management
    Pasadena, CA
  • 08/2018 → 05/2022
    University Of San Diego
    San Diego, CA
  • 08/2014 → 06/2018
    Millikan High School
    Long Beach, CA
  • 08/2018 → 05/2022
    United States Marine Corps Reserve
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03

View on SEC IAPD

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