Tiffani S. Sharp

T. SHARP WEALTH MANAGEMENT

Folsom, CA 95630

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CRD#: 7686695

Professional summary

Tiffani Suzanne Sharp is a registered financial advisor currently at T. SHARP WEALTH MANAGEMENT located in Folsom, California.

Tiffani is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tiffani has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

T. Sharp Legacy & Wealth Counsel Not investment related 50 Iron Point Circle, Suite 140, Folsom CA, 95630 Law and Real Estate investment Attorney-at-Law, Realtor, Owner 09/2022 to Present Approximately 80 hours per month during business hours devoted to other business activities Approximately 20 hours per month during securities trading hours spend on other business activities Duties include estate planning, probate, business formation and consulting, and real property investing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffani Suzanne Sharp's CRS (Customer Relationship Summary).

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

Current

June 16, 2023 - Present

T. SHARP WEALTH MANAGEMENT

Office #1: 50 Iron Point Circle, Suite 140, Folsom, CA 95630

RIA

CRD#: 326734

Folsom, CA

Past

April 18, 2023 - May 4, 2023

AFS INVESTMENTS

RIA

CRD#: 163928

Sacramento, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/16/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/18/2023

Uniform Investment Adviser Law Examination

Current Firm

T. SHARP WEALTH MANAGEMENT

T. SHARP ENTERPRISES LLC | T. SHARP WEALTH MANAGEMENT, LLC | T. SHARP WEALTH MANAGEMENT

CRD#: 326734 / SEC#:

California

Registered Investment Advisory firm - (6/16/2023 Approved)

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Contact information

Main Address

50 Iron Point Circle, Suite 140, Folsom, CA 95630

Mailing Address

Phone number

(916) 212-1395

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Tiffani S. Sharp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffani Suzanne Sharp's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. SHARP WEALTH MANAGEMENT

AFS INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2023

Current Firm

T. SHARP WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

T. SHARP WEALTH MANAGEMENT

TRUST BUT VERIFY

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