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Account
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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED | 2024-06-10 |
| WI | RA | APPROVED | 2024-06-10 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States
Indian Wells, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 07/2006 | 07/2023 |
| Bank Of America, N.A. | Walnut Creek | CA | 06/2011 | 07/2023 |
| Steward Partners Investment Solutions, Llc | Walnut Creek | CA | 07/2023 | Present |
| Vantage Point Private Wealth Llc | Walnut Creek | CA | 07/2023 | 05/2025 |
| Steward Partners Investment Advisory, Llc | Walnut Creek | CA | 06/2024 | Present |
| Vpcalco, Llc | Walnut Creek | CA | 05/2025 | Present |
1)Type of OBA: Business Ownership; VPCALCO DBA Vantage Point Private Wealth; Nature of Business: 1099 Investment Advisory entity; City/State: WALNUT CREEK, CA; Position: SOLE OWNER; Start date: 05/16/2025; 160 HRS/MO devoted to activity; 160 HRS/MO devoted during business hours; INVESTMENT RELATED. 2)BLACKHAWK COUNTRY CLUB; DANVILLE, CA; COUNTRY CLUB; FOOD AND BEVERAGE COMMITTEE; 2023-01; NON-INVESTMENT RELATED, 2 HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-03 |
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