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MW

Malena S. Wallin

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CRD#: 5959589
MW

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.

Malena Suzanne Charlotta Wallin, who also goes by Malena Suzanne Charlotta Bengtsson Hagerman, Malena Suzanne Charlotte Bengtsson Hagerman, Malena Bengtssonhagerman, was a registered financial professional .

Malena is a previously registered financial professional and started their career in finance in 2014. Malena had worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Malena Suzanne Charlotta Bengtsson Hagerman | Malena Suzanne Charlotte Bengtsson Hagerman | Malena Bengtssonhagerman

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 2, 2020 - June 7, 2022

SPRINKLEBROKERAGE, INC.

BD
CRD#: 285216
SAN DIEGO, CA
Past

August 4, 2017 - July 12, 2018

SPRINKLEBROKERAGE, INC.

BD
CRD#: 285216
SAN DIEGO, CA
Past

November 23, 2015 - April 19, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

May 6, 2014 - November 9, 2015

EQUINOX SECURITIES, INC.

BD
CRD#: 145790
REDLANDS, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/4/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SI
SPRINKLEBROKERAGE, INC.
SPRINKLEBROKERAGE, INC.

CRD#: 285216 / SEC#: , 8-69828

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
1968 Rowan St, San Diego, CA 92105
Mailing Address
1968 Rowan St, San Diego, CA 92105
Phone number
(800) 331-7581
Established
Delaware since 07/05/2016
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SPRINKLECAPITAL HOLDING, INCOWNER
WALLIN, JOHN ALEXANDERPRESIDENT & CCO6000899

Disclosures


Regulatory Event1

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.

Company Information


SPRINKLEBROKERAGE, INC.

CRD#: 285216

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