Best Investors Account Sign in
Inactive

Stephanie Michelle Nehmens

North Berkeley Wealth Management, LLC

Berkeley, CA

Claim This Profile
Current Employers
North Berkeley Wealth Management, Llc

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-02
  • CA RA
    APPROVED
    Since 2025-06-02

Branch Locations

1995 El Dorado Ave, Berkeley, CA 94707 • 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
Secfi Securities, Llc San Francisco CA 04/2021 07/2024
Homepoint Financial San Francisco CA 09/2020 01/2021
Lendingclub San Francisco CA 05/2017 09/2020
Jp Morgan Chase & Co. San Francisco CA 02/2014 04/2017
Finix Payments San Francisco CA 08/2022 03/2024
Arta Finance Mountain View CA 05/2024 11/2024
North Berkeley Wealth Management Berkeley CA 02/2025 Present
  • 04/2021 → 07/2024
    Secfi Securities, Llc
    San Francisco, CA
  • 09/2020 → 01/2021
    Homepoint Financial
    San Francisco, CA
  • 05/2017 → 09/2020
    Lendingclub
    San Francisco, CA
  • 02/2014 → 04/2017
    Jp Morgan Chase & Co.
    San Francisco, CA
  • 08/2022 → 03/2024
    Finix Payments
    San Francisco, CA
  • 05/2024 → 11/2024
    Arta Finance
    Mountain View, CA
  • 02/2025 → Present
    North Berkeley Wealth Management
    Berkeley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-02
S66 Uniform Combined State Law Examination 2012-06-28
  • S65 Uniform Investment Adviser Law Examination
    2025-06-02
  • S66 Uniform Combined State Law Examination
    2012-06-28

View on SEC IAPD

Other Firms

BLUME CAPITAL MANAGEMENT, INC.
FUTURE FRONTIER CAPITAL, LLC
VOLEON CAPITAL MANAGEMENT LP
CITIGROUP GLOBAL MARKETS INC.
Z21 VENTURES MANAGEMENT COMPANY, LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.

Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

More in Berkeley, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor