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Anat Nurit Levy Yoder

Yoder Wealth Management

Walnut Creek, CA

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Current Employers
Yoder Wealth Management

2033 N Main St. #1060, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-02-23
TX RA APPROVED 2018-01-29
  • CA RA
    APPROVED
    Since 2018-02-23
  • TX RA
    APPROVED
    Since 2018-01-29

Branch Locations

2033 N Main Street #1060, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network San Diego CA 04/2013 Present
Yoder Wealth Management Walnut Creek CA 01/2018 Present
Previous Registrations
Other Businesses

1.FIXED INSURANCE SALES. INVESTMENT RELATED, AT BRANCH LOCATION. 2.ANAT YODER 401K PLAN, TRUSTEE, INVESTMENT RELATED, PERFORMED AT BRANCH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-10
  • S66 Uniform Combined State Law Examination
    2004-05-10
Designations
Other Names
  • Anat Nurit Levy

View on SEC IAPD

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OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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