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Walnut Creek, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | San Francisco | CA | 07/2016 | 10/2016 |
| The Prudential Insurance Company Of America | San Francisco | CA | 07/2016 | 10/2016 |
| Scottrade, Inc. | Fairfield | CA | 11/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 03/2018 | 07/2020 |
| Bank Of America, N.A | San Francisco | CA | 04/2018 | 07/2020 |
| Hawk Capital Management | Walnut Creek | CA | 07/2020 | Present |
| Jessi Hawk, Sole Proprietor | Walnut Creek | CA | 12/2008 | 07/2020 |
| Sierra Pacific Financial Advisors | Pleasanton | CA | 04/2025 | 05/2025 |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
1.) HAWK CAPITAL WEALTH MANAGEMENT - 7/14/2020 - 1851 2nd Avenue, Walnut Creek, CA 94597 - CEO/IAR, Invt Rel, RIA firm, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-07 |
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