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Mariana Llamas

Brio Financial Group

San Francisco, CA

Austin, TX

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Current Employers
Brio Financial Group

19 Sutter Street, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
CA RA APPROVED 2024-02-28
  • TX RA
    APPROVED
    Since 2024-11-20
  • CA RA
    APPROVED
    Since 2024-02-28

Branch Locations

19 Sutter Street, San Francisco, CA 94104 • United States

Austin, TX • 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
Lpl Financial Llc Horsham PA 03/2020 09/2021
Secure Planning Group Horsham PA 03/2020 09/2021
Rz Wealth Wayne PA 08/2016 11/2019
Sofia Financial Berwyn PA 02/2020 07/2020
American Financial Management Group Berwyn PA 02/2020 07/2020
West Chester University Of Pennsylvania West Chester PA 08/2014 05/2018
Unemployed Warrington PA 12/2019 02/2020
The Rook Philadelphia PA 06/2020 10/2020
Xena Financial Planning Llc Seattle WA 09/2021 01/2024
Brio Financial Group San Francisco CA 01/2024 Present
  • 03/2020 → 09/2021
    Lpl Financial Llc
    Horsham, PA
  • 03/2020 → 09/2021
    Secure Planning Group
    Horsham, PA
  • 08/2016 → 11/2019
    Rz Wealth
    Wayne, PA
  • 02/2020 → 07/2020
    Sofia Financial
    Berwyn, PA
  • 02/2020 → 07/2020
    American Financial Management Group
    Berwyn, PA
  • 08/2014 → 05/2018
    West Chester University Of Pennsylvania
    West Chester, PA
  • 12/2019 → 02/2020
    Unemployed
    Warrington, PA
  • 06/2020 → 10/2020
    The Rook
    Philadelphia, PA
  • 09/2021 → 01/2024
    Xena Financial Planning Llc
    Seattle, WA
  • 01/2024 → Present
    Brio Financial Group
    San Francisco, CA
Previous Registrations
  • 2022-01-17 → 2024-01-09
    Xena Financial Planning
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-31
  • S65 Uniform Investment Adviser Law Examination
    2021-12-31
Designations

View on SEC IAPD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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