Inactive

Clayton J Dunkle

Fermata Advisors

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Current Employers

Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-07-25

CA RA
APPROVED

Since 2020-07-25

Branch Locations

Sonoma, CA • United States

539 Broadway Suite A, Sonoma, CA 95476 • 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

Organization	City	State	From	To
Sonoma Wealth Advisors	Sonoma	CA	08/2019	Present
Enso Wealth Management	Sonoma	CA	06/2019	12/2019
Cline Family Cellar	Sonoma	CA	06/2016	08/2018
California Polytechnical State University - San Luis Obispo	San Luis Obispo	CA	09/2015	05/2019
Mule Head Growers	Sonoma	CA	06/2015	08/2017

08/2019 → Present

Sonoma Wealth Advisors

Sonoma, CA
06/2019 → 12/2019

Enso Wealth Management

Sonoma, CA
06/2016 → 08/2018

Cline Family Cellar

Sonoma, CA
09/2015 → 05/2019

California Polytechnical State University - San Luis Obispo

San Luis Obispo, CA
06/2015 → 08/2017

Mule Head Growers

Sonoma, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-25

S65 Uniform Investment Adviser Law Examination

2020-07-25

Other Names

Clayton J Dunkle
Clay Dunkle

View on SEC IAPD

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