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Current Employers
Teixeira Wealth Management Llc

1041 Mill Street Suite 205, San Luis Obispo, CA 93401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-07-08
  • CA RA
    APPROVED
    Since 2016-07-08

Branch Locations

1041 Mill Street Suite 205, San Luis Obispo, CA 93401 • 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
Western Sky Communities Llc Santa Maria CA 06/2007 12/2017
Kdt Properties Llc Paso Robles CA 07/2005 03/2022
Teixeira Insurance Services Llc San Luis Obispo CA 06/2015 Present
Teixeira Wealth Management Llc San Luis Obispo CA 07/2016 Present
Teixeira Property Advisers Inc. Santa Maria CA 01/2009 Present
Teixeira Capital Ventures Llc San Luis Obispo CA 08/2015 Present
  • 06/2007 → 12/2017
    Western Sky Communities Llc
    Santa Maria, CA
  • 07/2005 → 03/2022
    Kdt Properties Llc
    Paso Robles, CA
  • 06/2015 → Present
    Teixeira Insurance Services Llc
    San Luis Obispo, CA
  • 07/2016 → Present
    San Luis Obispo, CA
  • 01/2009 → Present
    Teixeira Property Advisers Inc.
    Santa Maria, CA
  • 08/2015 → Present
    Teixeira Capital Ventures Llc
    San Luis Obispo, CA
Previous Registrations
Other Businesses

[TEIXEIRA INSURANCE SERVICES LLC; INVESTMENT RELATED; OWNER; San Luis Obispo, CA; START DATE: 06/2015; OFFERS CLIENTS LIFE INSURANCE, ANNUITIES, LONG TERM CARE INSURANCE, AND DISABILITY INSURANCE; APPROXIMATELY 6 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [TEIXEIRA PROPERTY ADVISERS INC.; LEGALLY STRUCTURED AS A S CORPORATION; REAL ESTATE; ROLE/TITLE: OWNER; COMPENSATION: PROFIT; REAL ESTATE BROKERAGE USED TO BUY AND SELL REAL ESTATE; APPROXIMATELY 4 HOURS/MONTH AND 1 HOURS DURING TRADING HOURS.] [RENTAL PROPERTY; ROLE/TITLE: OWNER; COMPENSATION: RENTAL INCOME] [TEIXEIRA CAPITAL VENTURES LLC; REAL ESTATE INVESTMENT AND DEVELOPMENT; SAN LUIS OBISPO, CA; START DATE 08/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 8 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: PROFIT]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-15
S63 Uniform Securities Agent State Law Examination 2009-04-24
  • S66 Uniform Combined State Law Examination
    2011-12-15
  • S63 Uniform Securities Agent State Law Examination
    2009-04-24
Other Names
  • Kevin Dean Teixeira

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