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2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-05 |
Branch Locations
2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Cordeiro | Napa | CA | 02/2015 | 04/2022 |
| Lpl Financial, Llc | St Helena | CA | 07/2015 | 02/2025 |
| Financial Advocates Investment Management | Napa | CA | 03/2016 | 04/2022 |
| Wealth Enhancement Group | St Helena | CA | 04/2022 | 02/2025 |
| Wealth Enhancment Advisory Services | St Helena | CA | 04/2022 | 02/2025 |
| Wealth Enhancement Brokerage Services | St Helena | CA | 04/2022 | 02/2025 |
| Elevation Wealth Partners, Llc | Santa Rosa | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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