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Eric John Keating

Willow Creek Wealth Management, Inc.

Sebastopol, CA

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Current Employers
Willow Creek Wealth Management, Inc.

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

825 Highway 116, North Ste. #5, Sebastopol, CA 95472 • 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
Keating Wine, Llc Sonoma CA 05/2008 07/2018
Unemployed Santa Rosa CA 07/2018 01/2019
Jdh Wealth Management Santa Rosa CA 01/2019 Present
  • 05/2008 → 07/2018
    Keating Wine, Llc
    Sonoma, CA
  • 07/2018 → 01/2019
    Unemployed
    Santa Rosa, CA
  • 01/2019 → Present
    Jdh Wealth Management
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-10
S63 Uniform Securities Agent State Law Examination 1998-06-04
  • S65 Uniform Investment Adviser Law Examination
    2019-01-10
  • S63 Uniform Securities Agent State Law Examination
    1998-06-04
Designations

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEBASTOPOL , CA
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