Best Investors Account Sign in
Current Employers
Depaolo & May Strategic Wealth Llc

100 Spectrum Center Dr. Suite 943, Irvine, CA 92618 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Ladera Ranch, 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
Jp Morgan Chase & Co. New York NY 03/2016 08/2017
Panasonic Avionics Lake Forest CA 08/2017 02/2019
Mitchell Anthony Capital Management Irvine CA 02/2019 07/2023
Depaolo & May Strategic Wealth, Llc Ladera Ranch CA 07/2023 Present
Achievement Network Remote CA 07/2023 Present
  • 03/2016 → 08/2017
    Jp Morgan Chase & Co.
    New York, NY
  • 08/2017 → 02/2019
    Panasonic Avionics
    Lake Forest, CA
  • 02/2019 → 07/2023
    Mitchell Anthony Capital Management
    Irvine, CA
  • 07/2023 → Present
    Ladera Ranch, CA
  • 07/2023 → Present
    Achievement Network
    Remote, CA
Other Businesses

07/2023 - Present: Financial Consulting for the Achievement Network, a non-profit organization; 15-20 hours per week and all during securities trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-27
  • S65 Uniform Investment Adviser Law Examination
    2023-05-27

View on SEC IAPD

More in Ladera Ranch, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor