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David Aron Madanat

Madanat Financial Services

San Luis Obispo, CA

CRD 6883278

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Employer firm

Madanat Financial Services CRD 297452

$29.7K regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Madanat Financial Services

San Luis Obispo, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-06-27
  • CA RA
    APPROVED
    Since 2018-06-27

Branch Locations

San Luis Obispo, CA • 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
Right Brain Money Arroyo Grande CA 11/2017 05/2018
Self-Employment San Luis Obispo CA 04/2017 07/2020
Unemployed San Luis Obispo CA 12/2016 04/2017
Full-Time Education San Luis Obispo CA 09/2015 12/2016
Madanat Financial Services San Luis Obispo CA 05/2018 Present
Glenn Burdette San Luis Obispo CA 08/2019 02/2020
Full-Time Education Waltham MA 08/2020 Present
  • 11/2017 → 05/2018
    Arroyo Grande, CA
  • 04/2017 → 07/2020
    Self-Employment
    San Luis Obispo, CA
  • 12/2016 → 04/2017
    Unemployed
    San Luis Obispo, CA
  • 09/2015 → 12/2016
    Full-Time Education
    San Luis Obispo, CA
  • 05/2018 → Present
    San Luis Obispo, CA
  • 08/2019 → 02/2020
    Glenn Burdette
    San Luis Obispo, CA
  • 08/2020 → Present
    Full-Time Education
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-15
  • S65 Uniform Investment Adviser Law Examination
    2017-11-15

View on SEC IAPD

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