Maria Dembski
Professional Summary
Maria Dembski, who also goes by Maria Jozefczyk, is a registered financial advisor currently at MDX WEALTH MANAGEMENT located in Sugarland, Texas and STARLIGHT FUNDING INVESTMENTS, LLC located in Berkeley, California. Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Maria has worked at 12 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maria Jozefczyk
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CREST FINANCIAL GROUP D/B/A CREST RETIREMENT PLANNING | TAMARIND ADVISORS LLC | RAY FINANCIAL SERVICES | MDX WEALTH MANAGEMENT | MDX WEALTH
Contact Information
Main Address
2245 Texas Dr Suite 300, Sugarland, TX 77479Phone Number
(713) 877-2526# of Employees
7Documents
Regulatory Assets Under Management
Total Number of Accounts
245AUM (Assets Under Management)
$70,348,221Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/3/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Maria Dembski's CRS (Customer Relationship Summary).
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