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Matthew Oscar Vera

Rpg Investment Advisory, LLC

Pleasanton, CA

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Current Employers
Rpg Investment Advisory, Llc

6600 Koll Center Pkwy. #100, Pleasanton, CA 94566 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-15
NV RA APPROVED 2019-02-20
MS RA APPROVED 2019-02-13
WA RA APPROVED 2019-02-12
AZ RA APPROVED 2018-11-09
AL RA APPROVED 2018-09-06
LA RA APPROVED 2016-11-01
CA RA APPROVED 2014-10-22
TX RA APPROVED_RES 2014-10-21
  • FL RA
    APPROVED
    Since 2021-03-15
  • NV RA
    APPROVED
    Since 2019-02-20
  • MS RA
    APPROVED
    Since 2019-02-13
  • WA RA
    APPROVED
    Since 2019-02-12
  • AZ RA
    APPROVED
    Since 2018-11-09
  • AL RA
    APPROVED
    Since 2018-09-06
  • LA RA
    APPROVED
    Since 2016-11-01
  • CA RA
    APPROVED
    Since 2014-10-22
  • TX RA
    APPROVED_RES
    Since 2014-10-21

Branch Locations

6600 Koll Center Pkwy. #100, Pleasanton, CA 94566 • 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
Rpg Investment Advisory, Llc Pleasanton CA 08/2014 Present
Previous Registrations
  • 2011-06-28 → 2015-02-23
    Valentine Capital Asset Management, Inc.
    Danville, CA
  • 2008-02-20 → 2009-12-08
    Valentine Capital Asset Management, Inc.
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-18
S63 Uniform Securities Agent State Law Examination 2007-10-13
  • S65 Uniform Investment Adviser Law Examination
    2011-06-18
  • S63 Uniform Securities Agent State Law Examination
    2007-10-13

View on SEC IAPD

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Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

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