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Current Employers
Stillwater Capital Management

Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-04-05
  • CA RA
    APPROVED
    Since 2021-04-05

Branch Locations

Nw Corner Of 8Th Ave And San Carlos St #2, Carmel-By-The-Sea, CA 93921 • 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
Principal Life Insurance Company Monterey CA 03/2015 10/2016
Princor Financial Services Corporation Monterey CA 03/2015 10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel CA 05/2017 07/2017
Campisi Financial Services Corporation Monterery CA 03/2015 09/2016
Aspire Health Plan Monterey CA 09/2016 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel CA 03/2018 07/2020
Aspire Health Plan Monterey CA 09/2017 12/2017
Bank Of America, N.A. Carmel CA 05/2018 07/2020
Stillwater Capital Management, Corp Templeton CA 04/2021 Present
Sabbatical Templeton CA 07/2020 04/2021
  • 03/2015 → 10/2016
    Principal Life Insurance Company
    Monterey, CA
  • 03/2015 → 10/2016
    Princor Financial Services Corporation
    Monterey, CA
  • 05/2017 → 07/2017
    Carmel, CA
  • 03/2015 → 09/2016
    Campisi Financial Services Corporation
    Monterery, CA
  • 09/2016 → 05/2017
    Aspire Health Plan
    Monterey, CA
  • 03/2018 → 07/2020
    Carmel, CA
  • 09/2017 → 12/2017
    Aspire Health Plan
    Monterey, CA
  • 05/2018 → 07/2020
    Bank Of America, N.A.
    Carmel, CA
  • 04/2021 → Present
    Stillwater Capital Management, Corp
    Templeton, CA
  • 07/2020 → 04/2021
    Sabbatical
    Templeton, CA
Previous Registrations
Other Businesses

I*114127 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE CARMEL FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: CARMEL, CALIFORNIA 93921 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 7/1/2018 NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 12 DUTIES: THE CARMEL FOUNDATION'S MISSION IS TO PROVIDE A PLACE FOR SENIOR'S TO GATHER AND ENJOY A VARIETY OF ACTIVITIES AND SERVICES IN AN ENVIRONMENT OF RESPECT AND CAMARADERIE. RESPONSIBILITIES INCLUDE OVERSIGHT OF FOUNDATION IN ALL ASPECTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-27
  • S66 Uniform Combined State Law Examination
    2018-01-27
Other Names
  • Diego Marin Reyes
  • Diego Reyes

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