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Anthony Roy James Goring

Vance Wealth

Santa Clarita, CA

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Current Employers
Vance Wealth

26491 Summit Circle, Santa Clarita, CA 91350 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22

Branch Locations

26491 Summit Circle, Santa Clarita, CA 91350 • 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
Vance Wealth Santa Clarita CA 09/2022 Present
Pure Financial Advisors San Diego CA 03/2021 07/2022
Student San Diego CA 01/2013 03/2021
  • 09/2022 → Present
    Vance Wealth
    Santa Clarita, CA
  • 03/2021 → 07/2022
    Pure Financial Advisors
    San Diego, CA
  • 01/2013 → 03/2021
    Student
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17

View on SEC IAPD

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JASON A GIETTER
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA CLARITA, CA
MORGAN STANLEY · VALENCIA, CA
J.P. MORGAN SECURITIES LLC · VALENCIA, CA
AVINCI WEALTH MANAGEMENT, INC. · VALENCIA, CA
CETERA INVESTMENT ADVISERS LLC · VALENCIA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VALENCIA, CA
GLOBAL FINANCIAL ADVISORY SERVICES, INC. · VALENCIA, CA
THRIVENT INVESTMENT MANAGEMENT INC. · Valencia, CA

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