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Laurean Sue Nardone

Shira Ridge Wealth Management

Larkspur, CA

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Current Employers
Shira Ridge Wealth Management

999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-11-03
NY RA APPROVED 2025-10-31
OR RA APPROVED 2025-10-31
WA RA APPROVED 2025-10-31
CA RA APPROVED 2025-01-01
TX RA APPROVED 2022-03-11
  • NV RA
    APPROVED
    Since 2025-11-03
  • NY RA
    APPROVED
    Since 2025-10-31
  • OR RA
    APPROVED
    Since 2025-10-31
  • WA RA
    APPROVED
    Since 2025-10-31
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-03-11

Branch Locations

100 Larkspur Landing Circle Suite #203, Larkspur, CA 94939 • 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
Shira Ridge Wealth Management Larkspur CA 06/2000 Present
Previous Registrations
Other Businesses

(1) 08/23/2012: NON-VARIABLE INSURANCE - SHIRA RIDGE WEALTH MANAGEMENT - PROVIDING FIXED ANNUITIES, LIFE INSURANCE, AND LONG TERM CARE TO MY CLIENTS. - TIME SPENT 20% - LARKSPUR, CA. (2) 1/15/2013: REAL ESTATE RENTAL - I OWN ONE HOUSE WITH MY BROTHER WHICH WE RENT TO A FAMILY. - TIME SPENT 2% - SAN RAFAEL, CA (3) 1/15/2013: REGISTERED INVESTMENT ADVISOR - SHIRA RIDGE WEALTH MANAGEMENT - DEVELOPING FINANCIAL PLANS FOR MY CLIENTS. I RECEIVE UNRELATED COMPENSATION FROM A PRIOR EMPLOYMENT AGREEMENT WITH AN UNAFFILIATED INVESTMENT COMPANY "GENWORTH FINANCIAL". - LARKSPUR, CA. (4) 7/2017: Far Horizons (CA) - Board of Directors (Secretary) - Provides impersonal investment advice during meetings - 1% of Ms. Nardone's time is spent on this activity (no compensation), zero (0) hours spent during trading hours (5) 1/2023: The League of Women Voters Marin County- Board of Directors (Treasurer) - Provides impersonal investment advice during meetings - 1% of Ms. Nardone's time is spent on this activity (no compensation), zero (0) hours spent during trading hours (6) 7/2024: Marin Shakespeare Company, Inc. - Board of Directors (Treasurer) - Provides impersonal investment advice during meetings - 1% of Ms. Nardone's time is spent on this activity (no compensation), zero (0) hours spent during trading hours

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-01-26
  • S63 Uniform Securities Agent State Law Examination
    1990-01-26
Designations
Other Names
  • Laurean Sue Auger
  • Laurean Sue Nardone-Auger
  • Laurie Nardone

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