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, Series 4, Series 27, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maria Dembski's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2013 - Present
MDX WEALTH MANAGEMENT
Office #1: 2245 Texas Dr Suite 300, Sugarland, TX 77479August 27, 2013 - Present
STARLIGHT FUNDING INVESTMENTS, LLC
Office #1: 1307 Bonita Ave, Berkeley, CA 94709December 6, 2017 - March 6, 2018
SLCA CAPITAL, LLC
March 11, 2016 - March 31, 2023
BOURNEHILL INVESTMENT SERVICES, INC.
May 27, 2011 - December 2, 2011
WEALTH SOLUTIONS, INC.
February 10, 2011 - February 2, 2022
HUCKIN FINANCIAL GROUP, INC.
August 21, 2009 - February 1, 2022
HUCKIN FINANCIAL GROUP, INC.
March 16, 2009 - July 9, 2009
B.B. GRAHAM & COMPANY, INC.
April 6, 2006 - April 6, 2009
INSTITUTIONAL CAPITAL MANAGEMENT, INC.
September 26, 2005 - April 6, 2009
CAPNET SECURITIES CORPORATION
May 24, 2001 - September 21, 2005
SANDERS MORRIS LLC
June 22, 2000 - May 22, 2001
MORGAN STANLEY DW INC.
February 23, 2000 - June 20, 2000
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2013)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
MDX WEALTH MANAGEMENT
CRD#: 161309 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 63,500,955 |
Red Flags
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