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Eric Vincent Ross Bergquist

Lifesteps Financial

Claremont, CA

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Current Employers
Lifesteps Financial

250 West First Street Suite 248, Claremont, CA 91711 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-08-17
  • CA RA
    APPROVED
    Since 2015-08-17

Branch Locations

250 West First Street Suite 248, Claremont, CA 91711 • 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
Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.) Claremont CA 06/2015 Present
Lifesteps Financial Claremont CA 01/2026 Present
  • 06/2015 → Present
    Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.)
    Claremont, CA
  • 01/2026 → Present
    Lifesteps Financial
    Claremont, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-17
  • S65 Uniform Investment Adviser Law Examination
    2015-08-17

View on SEC IAPD

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