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2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-23 |
Branch Locations
2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Oakland | CA | 12/2009 | 02/2017 |
| Topel & Distasi Wealth Management, Llc | Berkeley | CA | 01/2017 | Present |
1. 12/18/2009 - NO BUSINESS NAME - MUSICIAN - NOT INV REL - AT REPORTED BUSINESS LOCATION - I PLAY MUSIC FROM TIME TO TIME - 5% TIME SPENT. 2. 08/31/2009 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - LTC and group health - 15% TIME SPENT. 3. 08/25/2025 - Collaborative Practice East Bay (CPEB) - NOT INV REL - NO PHYSICAL ADDRESS - alternative dispute resolution methods for divorcing couples - Associate member and member of steering committee - 2019 for associate member 2025 for member of steering committee - 2 hours/month - 1 hour/month - Attend meetings and collaborate to provide education and outreach to divorcing couples looking for information on the divorce process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-08 |
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