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Delana Gray Paukert

Sackett Wealth Advisors, Inc.

Brea, CA

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Current Employers
Sackett Wealth Advisors, Inc.

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-01
  • CA RA
    APPROVED
    Since 2022-07-01

Branch Locations

915 W. Imperial Highway, Suite 160, Brea, CA 92821 • 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
Sackett Wealth Advisors Brea CA 07/2020 Present
Sackett Financial Group Brea CA 12/2018 07/2020
Pacific Dawn Capital Placentia CA 05/2017 12/2018
Triqor Group Irvine CA 05/2016 05/2017
Investment Property Group/Triqor Group Irvine CA 05/2015 05/2016
Cal State University, Fullerton Fullerton CA 08/2010 12/2016
  • 07/2020 → Present
    Sackett Wealth Advisors
    Brea, CA
  • 12/2018 → 07/2020
    Sackett Financial Group
    Brea, CA
  • 05/2017 → 12/2018
    Pacific Dawn Capital
    Placentia, CA
  • 05/2016 → 05/2017
    Triqor Group
    Irvine, CA
  • 05/2015 → 05/2016
    Investment Property Group/Triqor Group
    Irvine, CA
  • 08/2010 → 12/2016
    Cal State University, Fullerton
    Fullerton, CA
Other Businesses

1. Coast Maritime LLC; 789 W 16th St, Costa Mesa, CA 92627; Member; 12.5% owner; Start 05/2024; 12 hrs/month; none during trading hours; Charter boat, captain/crew vessel on weekends.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-01
  • S65 Uniform Investment Adviser Law Examination
    2022-07-01

View on SEC IAPD

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