Cambrianne Staskal
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cambrianne Staskal, who also goes by Cambrianne Gawlowski, was a registered financial professional .
Cambrianne is a previously registered financial professional and started their career in finance in 2004. Cambrianne had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 20, 2019 - August 24, 2023
MY LEGACY ADVISORS, LLC
November 16, 2017 - March 20, 2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
February 11, 2016 - November 17, 2017
SII INVESTMENTS, INC.
February 11, 2016 - November 17, 2017
SII INVESTMENTS, INC.
March 7, 2013 - February 12, 2014
SII INVESTMENTS, INC.
March 7, 2013 - February 12, 2014
SII INVESTMENTS, INC.
July 21, 2008 - March 17, 2011
SII INVESTMENTS, INC.
July 18, 2008 - March 17, 2011
SII INVESTMENTS, INC.
April 15, 2005 - July 21, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
November 23, 2004 - July 21, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
MY LEGACY ADVISORS, LLC
CRD#: 290675 / SEC#: 801-112049
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MY LEGACY ADVISORS, LLC
CRD#: 290675 / SEC#: 801-112049
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 332 |
| AUM (Assets Under Management) | $ 333,069,946 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
