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10940 White Rock Rd, Suite 210, Rancho Cordova, CA 95670 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
10940 White Rock Rd, Suite 210, Rancho Cordova, CA 95670 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehoboth Financial Planning, Inc. | Rancho Cordova | CA | 09/2020 | Present |
| Sjr Opinion Research | Sacramento | CA | 08/2013 | 10/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | 02/2025 |
| Rehoboth Financial Planning, Inc. | Rancho Cordova | CA | 11/2024 | Present |
1) BEREKET KELILE SOLUTIONS, 10940 White Rock Rd, Suite 210, Rancho Cordova CA 95670, United States, 11/2019, FINANCIAL COACHING, NIR, 28 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2020, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 3) BEREKET KELILE, 10940 White Rock Rd, Suite 210, Rancho Cordova CA 95670, United States, 05/2020, Owner, Insurance/Benefits/Human Resources, NIR, 4 HR/MO, 4 HR/MO TRADING. 4) SJR OPINION RESEARCH, 1005 12TH ST, LOWER STE 2, SACRAMENTO, CA, 08/2013, ASSOCIATE DIRECTOR, SURVEY RESEARCH, NIR, 7 HR/MO, 0 HR/MO TRADING. 5) BEREKET KELILE, 3470 DURELLO CIRCLE, RANCHO CORDOVA, CA 95670, 11/2021, OWNER, LIFE COACHING, NIR, 20 HR/MO, 0 HR/MO TRADING. 6) SACRAMENTO COUNTY REPUBLICAN CENTRAL COMMITTEE, 9851 HORN RD, STE 100, SACRAMENTO, CA, 01/2021, ELECTED MEMBER, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) BEREKET KELILE, 10100 MONTE VALLO CT, SACRAMENTO, CA, 03/2024, OWNER, ESTATE PLANNING DOCUMENT PROVIDER, NIR, 4 HR/MO, 4 HR/MO TRADING. 8) Name of outside business: Bereket Kelile; Is the business investment related: No; Location of the business: 10940 WHITE ROCK RD, STE 210 RANCHO CORDOVA CA 95670 United States; Description of the business: Federal and California tax return preparation; Position Title: Owner; Start date with business: 2025-03-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-11 |
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