Best Investors Account Sign in
Inactive

Ethan James Senn

Sage Stone Wealth Management LLC

La Jolla, CA

Claim This Profile
Current Employers
Sage Stone Wealth Management Llc

7946 Ivanhoe Avenue Suite 316, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-06
TX RA APPROVED 2024-06-06
  • CA RA
    APPROVED
    Since 2024-06-06
  • TX RA
    APPROVED
    Since 2024-06-06

Branch Locations

7946 Ivanhoe Avenue Suite 316, La Jolla, CA 92037 • 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
Sage Stone Wealth Management San Diego CA 02/2024 Present
University Of San Diego San Diego CA 08/2020 05/2024
Smoky Mountain Pizzeria And Grill Eagle ID 07/2021 01/2024
Primerica San Diego CA 10/2023 12/2023
Arlington High School Arlington WA 08/2017 05/2020
Northwestern Marketing Concepts Meridian ID 06/2021 07/2021
Fedex Boise ID 12/2020 01/2021
Grade School Arlington WA 02/2014 08/2017
  • 02/2024 → Present
    Sage Stone Wealth Management
    San Diego, CA
  • 08/2020 → 05/2024
    University Of San Diego
    San Diego, CA
  • 07/2021 → 01/2024
    Smoky Mountain Pizzeria And Grill
    Eagle, ID
  • 10/2023 → 12/2023
    Primerica
    San Diego, CA
  • 08/2017 → 05/2020
    Arlington High School
    Arlington, WA
  • 06/2021 → 07/2021
    Northwestern Marketing Concepts
    Meridian, ID
  • 12/2020 → 01/2021
    Fedex
    Boise, ID
  • 02/2014 → 08/2017
    Grade School
    Arlington, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-01
  • S65 Uniform Investment Adviser Law Examination
    2024-05-01

View on SEC IAPD

Other Firms

ALPHACORE CAPITAL LLC
UBS FINANCIAL SERVICES INC.
WEDBUSH SECURITIES INC.
HAMILTON MANOR & ASSOCIATES
TORREYANA CAPITAL
INTEGRATED WEALTH CONCEPTS LLC
MORGAN STANLEY
PACIFIC EQUITY ADVISORS LLC

Other Investors

TIMOTHY SMITH CALLAN
KYLE ANDREW KRAUS
CHRIS JAMES MAUDLIN
NATHAN DAVID STEWART
TODD A. RUNDLE
Josh William Weisel
Samuel Joseph Woo
David Michael Jude Curiel

Other Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA
WEDBUSH SECURITIES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
HAMILTON MANOR & ASSOCIATES · LA JOLLA, CA
TORREYANA CAPITAL · LA JOLLA, CA
INTEGRATED WEALTH CONCEPTS LLC · LA JOLLA, CA

More in La Jolla, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor