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999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
100 Larkspur Landing Circle Suite #203, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shira Ridge Wealth Management | Larkspur | CA | 06/2000 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-26 |
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