Melissa Diaz is a registered investment advisor, based in Fullerton, CA, with 2 years of industry experience.
Location
Fullerton, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Melissa owns Cali Bev Co., a mobile bartending service for private events. She spends about 10-20% of her time on this business, primarily outside of normal business hours.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Empower Advisory Group, LLC
January 2025 - Present · 1 yr 4 mos
Empower Financial Services, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Edward Jones
March 2024 - December 2024 · 9 mos
Edward JonesBroker
December 2023 - December 2024 · 1 yr
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.