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Robert Joseph Pearce

Pennant Wealth Management LLC

Avon, OH

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Current Employers
Pennant Wealth Management Llc

Avon, OH • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-08
OH RA APPROVED 2024-08-27
  • CA RA
    APPROVED
    Since 2024-11-08
  • OH RA
    APPROVED
    Since 2024-08-27

Branch Locations

Avon, OH • 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
Img Action Sports Los Angeles CA 02/2005 06/2017
Mercuri Asset Management Corona CA 07/2017 08/2024
Pennant Wealth Management Llc Avon OH 02/2024 Present
  • 02/2005 → 06/2017
    Img Action Sports
    Los Angeles, CA
  • 07/2017 → 08/2024
    Mercuri Asset Management
    Corona, CA
  • 02/2024 → Present
    Pennant Wealth Management Llc
    Avon, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-20
  • S65 Uniform Investment Adviser Law Examination
    2017-07-20
Designations
Other Names
  • Bobby Pearce

View on SEC IAPD

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