Wheelock Richard Bingham

Current Employers

Bingham Private Wealth, Llc

3 Embarcadero Center Suite 1680, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
TX	RA	APPROVED	2024-09-20

CA RA
APPROVED

Since 2025-01-01
TX RA
APPROVED

Since 2024-09-20

Branch Locations

3 Embarcadero Center Suite 1680, San Francisco, CA 94111 • 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

Organization	City	State	From	To
Stifel Nicolaus & Co Inc	San Francisco	CA	06/2014	05/2024
Bingham Private Wealth, Llc	San Francisco	CA	05/2024	Present

06/2014 → 05/2024

Stifel Nicolaus & Co Inc

San Francisco, CA
05/2024 → Present

Bingham Private Wealth, Llc

San Francisco, CA

Previous Registrations

2014-06-10 → 2024-05-24

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

San Francisco, CA
2011-10-26 → 2014-06-19

Intl Advisory Consultants Inc.

San Francisco, CA
2007-01-02 → 2010-11-30

Savant Investment Group, Llc

Emeryville, CA

Other Businesses

Licensed insurance agent; not-investment related; 4 Embarcadero Center Suite 1400 San Francisco CA 94111; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time per month.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-12-09
S65	Uniform Investment Adviser Law Examination	2006-12-29

S63 Uniform Securities Agent State Law Examination

2011-12-09
S65 Uniform Investment Adviser Law Examination

2006-12-29

View on SEC IAPD

Current Employers

Bingham Private Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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