Company Name:
SHONE WEALTH MANAGEMENT
Alternative Name:
SHONE ASSET MANAGEMENT LLC
Address:
STE 410, 1676 N. CALIFORNIA BOULEVARD, WALNUT CREEK CA 94596
CRD Number:
136101
SEC Number:
801-101521
Financial Regulator:
SEC/ FINRA
Website:
http://www.shoneassetmgmt.com
Registration started
Ended
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
CDR: 1979639
MARK SHONE
started on 2005-10-12
CDR: 4449393
GERARDO ALVARADO
started on 2013-06-03
CDR: 2076213
WILLIAM COATES
started on 2013-07-09
CDR: 1269629
IRA FATEMAN
started on 2015-07-06
CDR: 6217235
GRIFFIN SHEEHY
started on 2016-08-08
CDR: 1269629
IRA FATEMAN
ended on 2018-01-16
CDR: 6986508
Brianna Gutierrez
started on 2019-01-31



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