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Registration History
200420062008201020122014201620182020202220242026IAMANETTA WEALTH (CRD# 328836)2024 - Present (1 year)IAPERIGON WEALTH MANAGEMENT, LLC (CRD# 131037)2019 - 2024 (5 years)IAANTHEM WEALTH PARTNERS, INC. (CRD# 287963)2017 - 2019 (1 year)IAPERIGON WEALTH MANAGEMENT, LLC (CRD# 131037)2016 - 2017 (1 year)IAWEALTHSOURCE PARTNERS, LLC (CRD# 282202)2016 - 2016 (<1 year)IAAVANT-GARDE ADVISORS LLC (CRD# 151527)2012 - 2016 (4 years)IAANTHEM WEALTH PARTNERS (CRD# 175142)2015 - 2015 (<1 year)IAOPPENHEIMER & CO. INC. (CRD# 249)2011 - 2012 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2008 - 2011 (3 years)IAWACHOVIA SECURITIES, LLC (CRD# 19616)2008 - 2008 (<1 year)IAA. G. EDWARDS & SONS, INC. (CRD# 4)2007 - 2008 (<1 year)IAWRAPMANAGER INC (CRD# 108834)2007 - 2007 (<1 year)IAMORGAN STANLEY (CRD# 7556)2004 - 2005 (1 year)
Disclosure(s)
View By:
1/17/2013
Customer Dispute
Settled
9/28/2011
Employment Separation After Allegations
License(s)

State Registrations

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California 1/3/2024

Current Registration(s)
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MANETTA WEALTH (CRD#:328836)
7782 STONELEAF ROAD, SAN RAMON, CA 94582
Registered with this firm since 1/3/2024

Previous Registration(s)
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03/28/2019 - 04/01/2024 PERIGON WEALTH MANAGEMENT, LLC (CRD#:131037) SAN FRANCISCO, CA
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05/31/2017 - 03/28/2019 ANTHEM WEALTH PARTNERS, INC. (CRD#:287963) SAN RAMON, CA
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06/06/2016 - 07/11/2017 PERIGON WEALTH MANAGEMENT, LLC (CRD#:131037) San Ramon, CA
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03/22/2016 - 06/30/2016 WEALTHSOURCE PARTNERS, LLC (CRD#:282202) SAN RAMON, CA
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06/18/2012 - 06/30/2016 AVANT-GARDE ADVISORS LLC (CRD#:151527) WALNUT CREEK, CA
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04/20/2015 - 07/17/2015 ANTHEM WEALTH PARTNERS (CRD#:175142) SAN RAMON, CA
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12/02/2011 - 05/02/2012 OPPENHEIMER & CO. INC. (CRD#:249) SAN FRANCISCO, CA
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06/16/2008 - 10/26/2011 CHARLES SCHWAB & CO., INC. (CRD#:5393) WALNUT CREEK, CA
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01/01/2008 - 01/30/2008 WACHOVIA SECURITIES, LLC (CRD#:19616) AVENTURA, FL
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04/03/2007 - 01/01/2008 A. G. EDWARDS & SONS, INC. (CRD#:4) AVENTURA, FL
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01/26/2007 - 02/07/2007 WRAPMANAGER INC (CRD#:108834) SAN FRANCISCO, CA
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08/30/2004 - 12/05/2005 MORGAN STANLEY (CRD#:7556) SAN FRANCISCO, CA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.