Elean M. Mendoza
Professional summary
Elean Manuel Mendoza, who also goes by Elean M Mendoza, Manny Mendoza, Manuel Mendoza, is a registered financial advisor currently at PARAGON FINANCIAL PARTNERS located in Woodland Hills, California.
Elean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Elean has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elean Manuel Mendoza's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2015 - Present
PARAGON FINANCIAL PARTNERS
Office #1: 5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367January 13, 2014 - June 3, 2014
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
January 13, 2014 - May 30, 2014
VP DISTRIBUTORS LLC
February 1, 2012 - December 4, 2012
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
March 11, 2011 - December 4, 2012
NORTH CAPITAL
January 29, 2010 - January 26, 2011
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
PARAGON FINANCIAL PARTNERS
CRD#: 158041 / SEC#: 801-72424
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2015)
(3/25/2022)
Exams
Current Firm
PARAGON FINANCIAL PARTNERS
CRD#: 158041 / SEC#: 801-72424
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 336,776,746 |
Red Flags
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