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Angel Mendez

Rai Wealth Management

Placentia, CA

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Current Employers
Rai Wealth Management

151 N. Kraemer Blvd. Suite 105, Placentia, CA 92870 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-26
  • CA RA
    APPROVED
    Since 2023-08-26

Branch Locations

151 N. Kraemer Blvd. Suite 105, Placentia, CA 92870 • 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
Rai Wealth Management Fullerton CA 06/2023 Present
Gregory Advisors, Inc. Huntington Beach CA 06/2023 12/2024
Angel Mendez Landscaping Menifee CA 01/2020 04/2023
Student Fullerton CA 05/2013 05/2023
  • 06/2023 → Present
    Rai Wealth Management
    Fullerton, CA
  • 06/2023 → 12/2024
    Gregory Advisors, Inc.
    Huntington Beach, CA
  • 01/2020 → 04/2023
    Angel Mendez Landscaping
    Menifee, CA
  • 05/2013 → 05/2023
    Student
    Fullerton, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-25
  • S65 Uniform Investment Adviser Law Examination
    2023-08-25
Designations

View on SEC IAPD

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