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Current Employers
A. To Z. Financial Consulting And Wealth Management

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-09-05
  • CA RA
    APPROVED
    Since 2014-09-05

Branch Locations

San Diego, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A To Z Financial Consulting And Wealth Management San Diego CA 06/1994 Present
Atz Consulting San Diego CA 06/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-17
S63 Uniform Securities Agent State Law Examination 1987-05-19
  • S65 Uniform Investment Adviser Law Examination
    2003-04-17
  • S63 Uniform Securities Agent State Law Examination
    1987-05-19
Other Names
  • Anatolij Kalinowskij

View on SEC IAPD

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