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3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
Branch Locations
3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Walnut Creek | CA | 12/2014 | 04/2017 |
| Securian Financial Services Inc | St Paul | MN | 01/2019 | 10/2022 |
| Summit Financial Group | San Ramon | CA | 01/2019 | 01/2024 |
| Unemployed | Walnut Creek | CA | 04/2017 | 01/2019 |
| Gebhardt Group, Inc. | Lafayette | CA | 01/2024 | Present |
| Integrity Alliance, Llc | Walnut Creek | CA | 01/2024 | 12/2025 |
Employment with Gebhardt Group Inc; Investment Related; 3400 Mt Diablo Blvd, Suite 250, Lafayette, CA 94549; Financial Planning/Wealth Management; Paraplanner; 01/08/2024; 160 hours a month; 160 hours during security hours; helping write financial plans for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-21 |
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