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Michael Allen Yoshikami

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2009-02-02
CA RA APPROVED 1996-11-19
  • TX RA
    APPROVED_RES
    Since 2009-02-02
  • CA RA
    APPROVED
    Since 1996-11-19

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Destination Wealth Management Walnut Creek CA 03/2000 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-25
  • S63 Uniform Securities Agent State Law Examination
    1993-02-25
Designations

View on SEC IAPD

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