Best Investors Account Sign in
Inactive

Christina Noelle Kramlich

Cantata Wealth Management, LLC

Petaluma, CA

Coral Gables, FL

Claim This Profile
Current Employers
Cantata Wealth Management, Llc

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NC RA APPROVED 2025-10-22
LA RA APPROVED 2025-01-16
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NC RA
    APPROVED
    Since 2025-10-22
  • LA RA
    APPROVED
    Since 2025-01-16

Branch Locations

Petaluma, CA • United States

2525 Ponce De Leon Blvd. Suite 300, Coral Gables, FL 33134 • 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
Sofi Securities, Llc New York NY 01/2012 03/2018
Social Finance Inc (Sofi) San Francisco CA 01/2012 03/2018
Parkside Advisors Llc Berkeley CA 11/2018 07/2019
Homemaking Petaluma CA 03/2018 11/2018
Homemaking Petaluma CA 07/2019 10/2019
Chicory Wealth Petaluma CA 10/2019 08/2024
Cantata Wealth Management, Llc Coral Gables FL 08/2024 Present
  • 01/2012 → 03/2018
    Sofi Securities, Llc
    New York, NY
  • 01/2012 → 03/2018
    Social Finance Inc (Sofi)
    San Francisco, CA
  • 11/2018 → 07/2019
    Parkside Advisors Llc
    Berkeley, CA
  • 03/2018 → 11/2018
    Homemaking
    Petaluma, CA
  • 07/2019 → 10/2019
    Homemaking
    Petaluma, CA
  • 10/2019 → 08/2024
    Chicory Wealth
    Petaluma, CA
  • 08/2024 → Present
    Cantata Wealth Management, Llc
    Coral Gables, FL
Previous Registrations
  • 2019-10-16 → 2024-08-30
    Chicory Wealth
    Decatur, GA
  • 2018-11-14 → 2019-07-22
    Parkside Advisors Llc
    Petaluma, CA
  • 2015-07-16 → 2018-07-12
    Sofi Wealth Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
S63 Uniform Securities Agent State Law Examination 2012-04-13
  • S66 Uniform Combined State Law Examination
    2015-07-01
  • S63 Uniform Securities Agent State Law Examination
    2012-04-13
Designations
Other Names
  • Christina Noelle Kramlich Bowie

View on SEC IAPD

More in Petaluma, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor