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Cathlyn Jade Bondad Junio

Investment Management Solutions, Inc.

Tarzana, CA

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Current Employers
Investment Management Solutions, Inc.

18321 Ventura Blvd Suite 840, Tarzana, CA 91356 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

18321 Ventura Blvd Suite 840, Tarzana, CA 91356 • 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
Investment Management Solutions, Inc. Tarzana CA 05/2024 Present
La Crescent High School La Crescenta-Montrose CA 08/2015 06/2019
La Sierra University Riverside CA 09/2019 06/2021
Loma Linda University Loma Linda CA 08/2021 06/2023
Unemployed Santa Clarita CA 06/2023 05/2024
  • 05/2024 → Present
    Investment Management Solutions, Inc.
    Tarzana, CA
  • 08/2015 → 06/2019
    La Crescent High School
    La Crescenta-Montrose, CA
  • 09/2019 → 06/2021
    La Sierra University
    Riverside, CA
  • 08/2021 → 06/2023
    Loma Linda University
    Loma Linda, CA
  • 06/2023 → 05/2024
    Unemployed
    Santa Clarita, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-02
  • S65 Uniform Investment Adviser Law Examination
    2024-04-02

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · TARZANA, CA
LPL FINANCIAL LLC · TARZANA, CA
WELLS FARGO CLEARING SERVICES, LLC · TARZANA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TARZANA, CA
OSAIC WEALTH, INC. · TARZANA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · TARZANA, CA
CITIGROUP GLOBAL MARKETS INC. · Tarzana, CA
BRIGHTON ADVISORY GROUP · ENCINO, CA

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