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Marc Melendez

Falcon Wealth Planning, Inc.

Ontario, CA

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-01
TX RA APPROVED_RES 2024-11-01
  • CA RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED_RES
    Since 2024-11-01

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • 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
Falcon Wealth Planning, Inc. Ontario CA 10/2024 Present
Falcon Wealth Planning, Inc. Ontario CA 12/2023 Present
Falcon Wealth Planning, Inc. Ontario CA 02/2022 11/2023
Invert Environmental Consultants San Bernardion CA 12/2019 01/2022
Falcon Wealth Planning, Inc. Ontario CA 08/2018 11/2019
Abm Industries Ontario CA 01/2013 11/2016
N/A Ontario CA 11/2016 08/2018
Falcon Wealth Planning, Inc. Rancho Cucamonga CA 07/2024 Present
Previous Registrations
Other Businesses

Marc Melendez operates an independent notary business named "Notary Pro" where he holds the position of Notary; Investment Related: No; Location: 10880 Yuba. Ct. Rancho Cucamonga California 91701; Description of the business: Licensed notary. Completely independent; Responsibilities Duties: Notarize Documents; Start date with business: 2018-10-23; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 0.25.

Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ontario, CA

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