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1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-09 |
Branch Locations
Pleasant Hill, CA • United States
1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Del Monte Group, Llc | Alamo | CA | 06/2008 | 06/2024 |
| Gemmer Asset Management Llc | Walnut Creek | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-14 |
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