Candida Diaz (CRD# 7532338) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in Bronx, NY and has over 2 years of experience in the finance industry. Candida Diaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Watt Inc Dba Northstar | Santa Monica, CA | Jan 2022 - Current | 1 |
| Folding Green, LLC | Los Angeles, CA | Jan 2019 - Current | 4 |
| Forbes Capital Solutions, Inc. | Santa Monica, CA | Jan 2019 - May 2021 | 2 |
| Unemployed | Los Angeles, CA | Aug 2018 - Dec 2018 | < 1 |
| Big Picture Entertainment, LLC | Culver City, CA | Mar 2014 - Jul 2018 | 4 |
| Unemployed | Bronx, NY | Jan 2014 - Feb 2014 | < 1 |
| Bank Of America, Na | New York, NY | Jun 2010 - Dec 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- NE
- NH
- NY
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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