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Mark Francis Keating

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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Current Employers
Willow Creek Wealth Management, Inc.

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-13
OR RA APPROVED 2024-11-13
TX RA APPROVED_RES 2018-10-22
  • CA RA
    APPROVED
    Since 2024-11-13
  • OR RA
    APPROVED
    Since 2024-11-13
  • TX RA
    APPROVED_RES
    Since 2018-10-22

Branch Locations

825 Gravenstein Hwy. N. Suite 5, Sebastopol, CA 95472 • 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
Willow Creek Wealth Management Inc. Sebastopol CA 05/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-25
S63 Uniform Securities Agent State Law Examination 2000-11-20
  • S65 Uniform Investment Adviser Law Examination
    2008-02-25
  • S63 Uniform Securities Agent State Law Examination
    2000-11-20

View on SEC IAPD

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Other Offices

WILLOW CREEK WEALTH MANAGEMENT, INC. · SEBASTOPOL, CA
EDWARD JONES · SEBASTOPOL, CA
MILESTONE FINANCIAL ADVISORS · SEBASTOPOL, CA
ABACUS WEALTH PARTNERS · Sebastopol, CA
WELLS FARGO CLEARING SERVICES, LLC · SEBASTOPOL, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEBASTOPOL , CA
EDWARD JONES · SEBASTOPOL, CA
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