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Frank Joseph Bonanni

Bonanni, Frank

San Leandro, CA

CRD 3188929

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Employer firm

Bonanni, Frank CRD 327111

Reported services (Item 5G)

  • Financial planning
  • CONSULTING SERVICES

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

Current Employers
Bonanni, Frank

San Leandro, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-14
  • CA RA
    APPROVED
    Since 2023-06-14

Branch Locations

San Leandro, 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
Self Employed Richmond CA 01/2019 Present
Unemployed Richmond CA 01/2010 12/2018
  • 01/2019 → Present
    Self Employed
    Richmond, CA
  • 01/2010 → 12/2018
    Unemployed
    Richmond, CA
Previous Registrations
  • 2007-03-28 → 2010-01-14
    Chase Investment Services Corp.
    Fairlawn, NJ
    Wyckoff, NJ
    Oakland, NJ
    Fairlawn, NJ
    Riverdale, NJ
    Secaucus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-04
S63 Uniform Securities Agent State Law Examination 1999-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-04-04
  • S63 Uniform Securities Agent State Law Examination
    1999-08-11

View on SEC IAPD

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