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Bug #476

open

Goldline Wealth Management - Due Diligence

Added by Victor Reinhart 14 days ago. Updated 14 days ago.

Status:
New
Priority:
S3-Medium
Assignee:
Victor Reinhart
Start date:
05/22/2026
Due date:
% Done:

0%

Estimated time:
Customer:
Victor
Project:
iRights to the Web
Closed:

Description

Check these sources before investing money. They created 2 Schwab accounts and want to transfer the money currently managed by Fischer.

  1. FINRA BrokerCheck (brokercheck.finra.org)
  2. SEC's Investment Adviser search (adviserinfo.sec.gov)
  3. BBB
    Search "GoldLine Wealth Management" or "Jordan Mangaliman."

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clipboard-202605220706-ukwfk.png (199 KB) clipboard-202605220706-ukwfk.png Victor Reinhart, 05/22/2026 14:06
clipboard-202605220707-0dm7k.png (92.9 KB) clipboard-202605220707-0dm7k.png Victor Reinhart, 05/22/2026 14:07
clipboard-202605220709-jdmsr.png (128 KB) clipboard-202605220709-jdmsr.png Victor Reinhart, 05/22/2026 14:09
clipboard-202605220711-dcqt4.png (157 KB) clipboard-202605220711-dcqt4.png Victor Reinhart, 05/22/2026 14:11
CCA.pdf (310 KB) CCA.pdf Victor Reinhart, 05/22/2026 14:19
clipboard-202605220720-y5fhb.png (142 KB) clipboard-202605220720-y5fhb.png Victor Reinhart, 05/22/2026 14:20
clipboard-202605220722-azbcw.png (209 KB) clipboard-202605220722-azbcw.png Victor Reinhart, 05/22/2026 14:22
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