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Steven M Toomey

Wholeness Financial

Richmond, CA

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Current Employers
Wholeness Financial

Richmond, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-22
  • CA RA
    APPROVED
    Since 2025-04-22

Branch Locations

Richmond, CA • 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
Snout, Inc. San Francisco CA 08/2024 Present
Splashtop, Inc. Cupertino CA 02/2023 08/2024
Vidiq, Inc. San Francisco CA 01/2021 02/2023
Foxpass, Inc. San Francisco CA 09/2019 01/2021
Steven Toomey Enterprises, Llc El Cerrito CA 02/2017 12/2024
Corax Cyber San Francisco CA 01/2017 09/2019
Evolved Accounting, Inc. (Dba Savewise) El Cerrito CA 09/2015 12/2016
Steven Toomey Enterprises, Llc Richmond CA 01/2025 Present
  • 08/2024 → Present
    Snout, Inc.
    San Francisco, CA
  • 02/2023 → 08/2024
    Splashtop, Inc.
    Cupertino, CA
  • 01/2021 → 02/2023
    Vidiq, Inc.
    San Francisco, CA
  • 09/2019 → 01/2021
    Foxpass, Inc.
    San Francisco, CA
  • 02/2017 → 12/2024
    Steven Toomey Enterprises, Llc
    El Cerrito, CA
  • 01/2017 → 09/2019
    Corax Cyber
    San Francisco, CA
  • 09/2015 → 12/2016
    Evolved Accounting, Inc. (Dba Savewise)
    El Cerrito, CA
  • 01/2025 → Present
    Steven Toomey Enterprises, Llc
    Richmond, CA
Previous Registrations
  • 2006-05-01 → 2006-05-17
    Wells Fargo Investments, Llc
    Moraga, CA
  • 2004-04-06 → 2005-02-10
    Banc Of America Investment Services, Inc.
    Rockville, MD
  • 2002-10-17 → 2004-02-27
    Morgan Stanley Dw Inc.
    Washington, DC
Other Businesses

Business Name: Snout, Inc. It is not investment related Address: 129 S Kings Rd, Apt 301, Los Angeles, CA 90048 Nature of the Business: Wellness payment plans for customers of veterinarian clinics My title: CFO Start Date: Aug 2024 Work hours: full time Hours devoted to other business during securities trading hours: 0 Duties: accounting, payroll, forecasting, cash flow management, data analysis, strategy

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-17
S63 Uniform Securities Agent State Law Examination 2011-01-21
S66 Uniform Combined State Law Examination 2002-09-05
  • S65 Uniform Investment Adviser Law Examination
    2024-08-17
  • S63 Uniform Securities Agent State Law Examination
    2011-01-21
  • S66 Uniform Combined State Law Examination
    2002-09-05

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