William F Wagner

Current Employers

Employment History

• 07/2009 → 02/2019
  Raymond James Financial Services
  Roseville, CA
• 07/2009 → 02/2019
  Raymond James Financial Services Advisors, Inc.
  Roseville, CA
• 07/2009 → 12/2019
  Wagner Wealth Management
  Roseville, CA
• 07/2018 → 12/2019
  Golden One Staffing
  Fair Oaks, CA
• 02/2023 → 01/2026
  Summit Financial, Llc
  Parsippany, NJ
• 12/2019 → 02/2023
  Unemployed
  Fair Oaks, CA
• 04/2023 → 03/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2026 → Present
  Independent Financial Group, Llc
  Fair Oaks, CA

Previous Registrations

• 2023-02-03 → 2026-01-08
  Summit Financial, Llc
  Fair Oaks, CA
• 2009-07-27 → 2019-02-12
  Raymond James Financial Services Advisors, Inc
  Gold River, CA
  Gold River, CA
  Roseville, CA
  Roseville, CA
• 2007-04-16 → 2009-07-01
  Edward Jones
  Gold River, CA

Other Businesses

KNIGHTS OF COLUMBUS COUNCIL 13672 POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 9079 Greenbach Lane, Orangevale 95662, United States DESCRIPTION: I enter receipts & vouchers into a program, bill members for dues, I finished this role as FS on May 15, and am now the Council Advocate, providing training and mentorship. KNIGHTS OF COLUMBUS NORTHERN CAL CHAPTER POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: various, churches, Orangevale CA 95667, United States DESCRIPTION: Prepare reports every 2 months, write checks, make deposits ROTARY CLUB OF ORANGEVALE POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 9272 Greenback Lane, Orangevale CA 95662, United States DESCRIPTION: Encourage people to donate and send checks to The Rotary Foundation KNIGHTS OF COLUMBUS CENTENNIAL ASSEMBLY, 1903 POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 307 Montrose Drive, Folsom CA 95630, United States DESCRIPTION: I approve the bills, along with 2 other trustees SIERRA SUMMIT WEALTH ADVISORS POSITION: S Corp only for Tax Reasons NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 9035 Headwind Ct, Fair Oaks CA 95628, United States DESCRIPTION: DBA for Tax purposes KCTG CHARITY GOLF POSITION: Recordkeeper/ Treasurer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 9035 Headwind Ct, Fair Oaks CA 95628, United States DESCRIPTION: Develop budget, register golfers, work at tourney

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-09
• S66 Uniform Combined State Law Examination
  2007-03-09

Designations

Other Names

• Bill Wagner