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Alexandra Danielle Mccarthy

Stonemark Wealth Management

Pasadena, CA

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Current Employers
Stonemark Wealth Management

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-30
  • CA RA
    APPROVED
    Since 2024-08-30

Branch Locations

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • 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
Corner Bakery Cafe Pasadena CA 07/2013 04/2018
Whittier Trust Company South Pasadena CA 05/2018 02/2019
Unemployed Valencia CA 03/2019 08/2019
Turners Operations Inc Palmdale CA 07/2019 08/2019
Ccilu Usa Inc Torrance CA 09/2019 11/2019
Propeller 5 Los Angeles CA 07/2019 03/2020
Prime Now Llc Los Angeles CA 07/2019 03/2020
Unemployed Valencia CA 04/2020 08/2020
Stonemark Wealth Management Pasadena CA 09/2020 Present
Woodbury University Burbank CA 08/2011 08/2018
  • 07/2013 → 04/2018
    Corner Bakery Cafe
    Pasadena, CA
  • 05/2018 → 02/2019
    Whittier Trust Company
    South Pasadena, CA
  • 03/2019 → 08/2019
    Unemployed
    Valencia, CA
  • 07/2019 → 08/2019
    Turners Operations Inc
    Palmdale, CA
  • 09/2019 → 11/2019
    Ccilu Usa Inc
    Torrance, CA
  • 07/2019 → 03/2020
    Propeller 5
    Los Angeles, CA
  • 07/2019 → 03/2020
    Prime Now Llc
    Los Angeles, CA
  • 04/2020 → 08/2020
    Unemployed
    Valencia, CA
  • 09/2020 → Present
    Stonemark Wealth Management
    Pasadena, CA
  • 08/2011 → 08/2018
    Woodbury University
    Burbank, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-30
  • S65 Uniform Investment Adviser Law Examination
    2024-08-30
Other Names
  • Alexandra Danielle Thomas

View on SEC IAPD

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Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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