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Inactive

Rahul Nmn Agrawal

Concentric

Walnut Creek, CA

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Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-22
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

1333 N. California Blvd Suite 680, 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
Advisor Partners, Llc Walnut Creek CA 01/2016 06/2021
Concentric Walnut Creek CA 06/2022 Present
Advisor Partners, Llc Walnut Creek CA 06/2021 06/2022
  • 01/2016 → 06/2021
    Advisor Partners, Llc
    Walnut Creek, CA
  • 06/2022 → Present
    Concentric
    Walnut Creek, CA
  • 06/2021 → 06/2022
    Advisor Partners, Llc
    Walnut Creek, CA
Previous Registrations
  • 2022-04-11 → 2022-08-15
    Advisor Partners, Llc
    Walnut Creek, CA
  • 2019-04-05 → 2020-12-31
    Advisor Partners, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-05
S63 Uniform Securities Agent State Law Examination 2004-10-16
  • S65 Uniform Investment Adviser Law Examination
    2019-04-05
  • S63 Uniform Securities Agent State Law Examination
    2004-10-16
Other Names
  • Rahul Agrawal

View on SEC IAPD

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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

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