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Charles Joseph Stermetz

Equityftw

Morgan Hill, CA

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Current Employers
Equityftw

Morgan Hill, CA • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-01-02
CA RA APPROVED 2024-07-02
  • UT RA
    APPROVED
    Since 2025-01-02
  • CA RA
    APPROVED
    Since 2024-07-02

Branch Locations

Morgan Hill, CA • 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
Moss Adams Campbell CA 07/2018 06/2024
Blue Barn Wealth Orem UT 05/2018 06/2018
Moss Adams Seattle CA 07/2017 08/2017
Utah Valley University Orem UT 09/2017 04/2018
Northwestern Mutual Provo UT 10/2016 06/2017
Utah Valley University Orem UT 04/2016 09/2016
Equity For The Win Llc Morgan Hill CA 03/2024 Present
  • 07/2018 → 06/2024
    Moss Adams
    Campbell, CA
  • 05/2018 → 06/2018
    Blue Barn Wealth
    Orem, UT
  • 07/2017 → 08/2017
    Moss Adams
    Seattle, CA
  • 09/2017 → 04/2018
    Utah Valley University
    Orem, UT
  • 10/2016 → 06/2017
    Northwestern Mutual
    Provo, UT
  • 04/2016 → 09/2016
    Utah Valley University
    Orem, UT
  • 03/2024 → Present
    Equity For The Win Llc
    Morgan Hill, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13
Designations
Other Names
  • Cj Stermetz

View on SEC IAPD

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