Andrew Geist Eakin

Current Employers

Employment History

• 07/2011 → Present
  Wealth Management Associates
  Danville, CA
• 05/2016 → 11/2017
  Signator Investors, Inc.
  Pleasanton, CA
• 11/2017 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Danville, CA

Previous Registrations

• 2016-05-13 → 2017-11-17
  Signator Investors, Inc.
  Pleasanton, CA
  Danville, CA
• 2011-08-10 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Pleasanton, CA
• 2006-10-23 → 2011-07-01
  Kestra Investment Services, Llc
  Los Gatos, CA
  Los Gatos, CA

Other Businesses

1) PAS Associates Limited Partnership; investment related; 2565 Walnut Street, Roseville, MN; passive investment; limited partner; 9/1975; 0 hrs/month; 0 hrs during trading; no duties, limited partner in family limited partnership 2) WEALTH MANAGEMENT ASSOCIATES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 161 West Haley Springs Road #104, Bozeman MT 59718, United States DESCRIPTION: Financial Advisor. This is DBA I operate under. 3) LIFE INSURANCE, LTCI, DISABILITY INSURANCE SALES POSITION: Advisor and Representative NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 161 West Haley Springs Road #104, Bozeman MT 59718, United States DESCRIPTION: Insurance sales to clients. 4) EXECUTOR OF ESTATE OF JEFF AND JUDY EAKIN POSITION: Succesor Trustee NATURE: Executor of parents estate when they pass. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 3925 Lander Road, Orange Village OH 44022, United States DESCRIPTION: Executor and Successor Trustee of Parents estate when they pass. 5) CONTINUUM ADVISORY LLC POSITION: IAR NATURE: Independent RIA that all my advisory business is processed with. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 873 E. State Street, Boise ID 83616, United States DESCRIPTION: Financial advisor that operates as an IAR under the RIA. 6) PAS LIMITED PARTNERSHIP POSITION: Limited Partner NATURE: Family limited partnership in which I am a limited partner. This was set-up by my great grandparents in the 1970's. The partnership receives royalties from a aggregate mining on property the partnership owns in Minnesota. I receive royalties based on my percentage in the partnership. I am not compensated for any work that I do as a limited partner. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/24/1975 ADDRESS: 2565 Walnut Road, Suite #104, Roseville MN 55113, United States DESCRIPTION: None. Limited Partner. 7) GALLATIN GATEWAY RURAL FIRE DEPARTMENT POSITION: Volunteer Firefighter and EMS NATURE: Volunteer Fire Department. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2026 ADDRESS: 320 Webb Street, Bozeman MT 59718, United States DESCRIPTION: Volunteer firefighter and EMS responder.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-22
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Designations