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Mark Richard Bourguignon

Proprietor Wealth Management Inc.

Larkspur, CA

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Current Employers
Proprietor Wealth Management Inc.

700 Larkspur Landing Circle Suite 199, Larkspur, CA 94939 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-02
TX RA APPROVED_RES 2021-03-10
  • CA RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED_RES
    Since 2021-03-10

Branch Locations

700 Larkspur Landing Circle Suite 199, Larkspur, CA 94939 • 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
Proprietor Wealth Management Inc. Larkspur CA 12/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-15
  • S65 Uniform Investment Adviser Law Examination
    2016-01-15

View on SEC IAPD

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PMB ADVISORS · LARKSPUR, CA
STRATEGIC ADVISERS LLC · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

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