Jennifer Ellen Riva-Kirk

Current Employers

Employment History

• 01/1996 → Present
  Redwitz & Inc.
  San Jose, CA
• 07/2004 → Present
  Redwitz Wealth Management Group, Inc.
  San Jose, CA
• 12/2017 → 05/2018
  Lpl Financial, Llc
  La Jolla, CA
• 12/2017 → Present
  Wcg Wealth Advisors, Llc
  La Jolla, CA
• 12/2018 → Present
  Lpl Financial Llc
  La Jolla, CA

Previous Registrations

• 2004-08-05 → 2015-12-31
  1St Global Advisors Inc
  San Jose, CA
• 2004-10-12 → 2011-12-31
  Redwitz Wealth Management Group
  Irvine, CA

Other Businesses

1. 12/20/2017 - TRUST MANAGEMENT SERVICES (TMS)/ ACT IN A FIDUCIARY CAPACITY/ 67%/ SAN JOSE, CA 2. 12/20/2017 - REDWITZ WEALTH MANAGEMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 1%/ LA JOLLA, CA 3. 12/20/2017 - CARITAS CORPORATION/ NON-PROFIT BOARD MEMBER/ 1%/ IRVINE, CA 4. 12/20/2017 - REDWITZ, INC./ CPA AFFILIATE PROGRAM/ 10%/ INVESTMENT RELATED/ SAN JOSE, CA 5. 12/26/2017 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 12/31/2017 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in December 2017. I expect to spend approximately 1 hour per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/26/2017 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/31/2017 - 1 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Dec 2017. I expect to spend approximately 1 hour per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 07/01/2013/ SACRED HEART COMMUNITY SERVICE/ 1%/ NOT INVESTMENT RELATED/ SAN JOSE, CA 95110 8. 12/9/2020 - WCG Wealth Advisors, LLC - DBA: Redwitz Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/01/2017 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 3% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 12/31/2020 - Redwitz Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2017 - 10 Hours per Month/1 Hour During Securities Trading 10. 06/26/2023 - The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/15/2023 - 1 Hour Per Month/ During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-05-10

Other Names

• Jennifer Ellen Riva
• Jennifer Ellen Kirk