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Michael David Yoder

Yoder Wealth Management

Walnut Creek, CA

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Current Employers
Yoder Wealth Management

2033 N Main St. #1060, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-02-23
TX RA APPROVED 2018-01-29
  • CA RA
    APPROVED
    Since 2018-02-23
  • TX RA
    APPROVED
    Since 2018-01-29

Branch Locations

2033 N Main St, #1060, Walnut Creek, CA 94596 • 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
Commonwealth Financial Network San Diego CA 04/2013 Present
Yoder Wealth Managemenr Walnut Creek CA 01/2018 Present
Previous Registrations
Other Businesses

Fixed Insurance Sales. Investment Related, at business location

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-02-09
  • S66 Uniform Combined State Law Examination
    2006-02-09
Designations
Other Names
  • Michael David Yoder

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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