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Judith Nobue Hirotaka

The Mather Group, LLC

Chicago, IL

Lafayette, CA

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-07
  • CA RA
    APPROVED
    Since 2023-07-07

Branch Locations

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

3685 Mt Diablo Blvd #200, Lafayette, CA 94549 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osborne Partners Capital Management, Llc Menlo Park CA 05/2013 11/2017
Mercer Global Advisors Inc. Walnut Creek CA 12/2017 03/2020
Ginsburg Financial Advisors Oakland CA 03/2020 12/2022
Wealth Enhancement Advisory Services Oakland CA 12/2022 06/2023
Wealth Enhancement Group Oakland CA 12/2022 06/2023
The Mather Group Chicago CA 07/2023 Present
  • 05/2013 → 11/2017
    Osborne Partners Capital Management, Llc
    Menlo Park, CA
  • 12/2017 → 03/2020
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 03/2020 → 12/2022
    Ginsburg Financial Advisors
    Oakland, CA
  • 12/2022 → 06/2023
    Wealth Enhancement Advisory Services
    Oakland, CA
  • 12/2022 → 06/2023
    Wealth Enhancement Group
    Oakland, CA
  • 07/2023 → Present
    The Mather Group
    Chicago, CA
Previous Registrations
  • 2022-12-07 → 2023-06-22
    Wealth Enhancement Advisory Services, Llc
    Oakland, CA
    Plymouth, MN
  • 2020-03-10 → 2022-12-31
    Ginsburg Financial Advisors
    Oakland, CA
  • 2017-12-18 → 2020-03-11
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 2013-05-08 → 2017-11-06
    Osborne Partners
    San Francisco, CA
    Menlo Park, CA
  • 2011-06-07 → 2013-05-01
    Usaa Financial Planning Services
    Dublin, CA
    San Francisco, CA
  • 2010-04-27 → 2011-05-13
    Destination Wealth Management
    Walnut Creek, CA
  • 2003-11-07 → 2005-08-01
    Invesmart Advisors Inc
    San Jose, CA
  • 2003-06-23 → 2003-09-29
    Td Ameritrade, Inc.
    Oakland, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-16
S63 Uniform Securities Agent State Law Examination 1990-01-05
  • S66 Uniform Combined State Law Examination
    2003-06-16
  • S63 Uniform Securities Agent State Law Examination
    1990-01-05
Designations
Other Names
  • Judy Hirotaka

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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