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Tiffani Suzanne Sharp

T. Sharp Wealth Management

Folsom, CA

CRD 7686695

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Employer firm

T. Sharp Wealth Management CRD 326734

Reported services (Item 5G)

  • Financial planning
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
T. Sharp Wealth Management

50 Iron Point Circle, Suite 140, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-16
  • CA RA
    APPROVED
    Since 2023-06-16

Branch Locations

50 Iron Point Circle, Suite 140, Folsom, CA 95630 • 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
Afs Investment (Andrade Financial) Orangevale CA 01/2023 05/2023
T. Sharp Legacy & Wealth Counsel Folsom CA 09/2022 Present
California Department Of Transportation Sacramento CA 09/2021 08/2022
Tiffani S. Sharp, Attorney At Law Sacramento CA 04/2004 09/2021
T. Sharp Wealth Management, Llc Folsom CA 04/2023 Present
  • 01/2023 → 05/2023
    Afs Investment (Andrade Financial)
    Orangevale, CA
  • 09/2022 → Present
    T. Sharp Legacy & Wealth Counsel
    Folsom, CA
  • 09/2021 → 08/2022
    California Department Of Transportation
    Sacramento, CA
  • 04/2004 → 09/2021
    Tiffani S. Sharp, Attorney At Law
    Sacramento, CA
  • 04/2023 → Present
    T. Sharp Wealth Management, Llc
    Folsom, CA
Previous Registrations
Other Businesses

T. Sharp Legacy & Wealth Counsel Not investment related 50 Iron Point Circle, Suite 140, Folsom CA, 95630 Law and Real Estate investment Attorney-at-Law, Realtor, Owner 09/2022 to Present Approximately 80 hours per month during business hours devoted to other business activities Approximately 20 hours per month during securities trading hours spend on other business activities Duties include estate planning, probate, business formation and consulting, and real property investing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-18
  • S65 Uniform Investment Adviser Law Examination
    2023-04-18

View on SEC IAPD

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