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395 Taylor Blvd Suite 107, Pleasant Hill, CA 94523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2002-11-04 |
Branch Locations
395 Taylor Blvd., Suite 107, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seel & Wright, Llc | Pleasant Hill | CA | 11/2005 | 08/2017 |
| Npb Financial Group, Llc | Pleasant Hill | CA | 01/2007 | 07/2022 |
| Wright Financial, Llc | Pleasant Hill | CA | 08/2017 | Present |
| Independent Financial Group, Llc | Pleasant Hill | CA | 07/2022 | 01/2023 |
| Geneos Wealth Management Inc | Pleasant Hill | CA | 01/2023 | Present |
1) DBA/RIA - will work under WRIGHT FINANCIAL, LLC as an IAR, an investment related business located at 395 Taylor Blvd, Suite 107, Pleasant Hill CA 94523. 2) Independent Rep with various insurance companies for FIXED INSURANCE BUSINESS. 3) TRUSTEE FOR FAMILY TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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