David Sardella Ii (CRD# 7199397) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 6400364
Wells Fargo Clearing Services, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Phoenix, AZ | Nov 2019 - Current | 2 |
| Yelp, Inc. | Scottsdale, AZ | Sep 2018 - Aug 2019 | < 1 |
| Sardella's Pizza And Wings | Phoenix, AZ | May 2016 - Aug 2018 | 2 |
| Northern Arizona University | Flagstaff, AZ | Aug 2013 - May 2016 | 2 |
| Buffalo Wild Wings | Flagstaff, AZ | Sep 2014 - May 2015 | < 1 |
| Sardella's Pizza And Wings | Peoria, AZ | Jun 2014 - Aug 2014 | < 1 |
| Marriott International | Phoenix, AZ | May 2014 - Jun 2014 | < 1 |
| Sardella' Pizza And Wings | Peoria, AZ | May 2010 - Aug 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
-
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)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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