Diego Conejo (CRD# 5130746) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Pasadena, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diego Adrian Conejo | Gardena, CA | Feb 2022 - Current | 2 |
| Diego Adrian Conejo Dba Conejo Benefits Group | Torrance, CA | Dec 2021 - Current | 2 |
| Diego Adrian Conejo Dba Conejo Benefits Group | Torrance, CA | Dec 2021 - Current | 2 |
| Diego Adrian Conejo Dba West Coast Office Supply | Gardena, CA | Mar 2021 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Pasadena, CA | May 2019 - Current | 4 |
| Wfgia | Pasadena, CA | May 2019 - Current | 4 |
| Victrix Capital Management LLC | Gardena, CA | Mar 2016 - Current | 8 |
| Angel City Candle Co | Gardena, CA | Jul 2021 - Aug 2023 | 2 |
| Amazon.com | Rosemead, CA | Aug 2020 - Aug 2020 | < 1 |
| Pfs Investments Inc. | Los Angeles, CA | Mar 2017 - May 2019 | 2 |
| Primerica Financial Services | Los Angeles, CA | Jan 2017 - May 2019 | 2 |
| 3rd Street Souvenirs, LLC | Santa Monica, CA | Aug 2018 - Oct 2018 | < 1 |
| 3rd Street Souvenirs LLC | Gardena, CA | Aug 2018 - Aug 2018 | < 1 |
| Wells Fargo Advisors, LLC | Marina Del Rey, CA | Apr 2015 - Mar 2016 | < 1 |
| Jp Morgan Chase Bank | Manhattan Beach, CA | Dec 2014 - Apr 2015 | < 1 |
| Wells Fargo Advisors LLC | Marina Del Rey, CA | Feb 2014 - Dec 2014 | < 1 |
| Wells Fargo Bank Na | Marina Del Rey, CA | Jan 2013 - Dec 2014 | 1 |
| Phalanx Capital Properties | Huntington Park, CA | Sep 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- CA
- NJ
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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