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Kayla Rae Fernandez

California Financial Advisors

San Ramon, CA

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Current Employers
California Financial Advisors

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-28
  • CA RA
    APPROVED
    Since 2020-09-28

Branch Locations

12657 Alcosta Blvd Suite 470, San Ramon, CA 94583 • 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
Palacio Restaurant Los Gatos CA 08/2016 05/2017
Presidio Bank Palo Alto CA 07/2018 07/2019
1440 Multiversity Scotts Valley CA 07/2019 01/2020
California Financial Advisors San Ramon CA 06/2020 Present
University Of Oregon Eugene OR 08/2016 06/2017
Santa Clara University Santa Clara CA 09/2017 06/2020
California Financial Advisors San Ramon CA 02/2020 05/2020
  • 08/2016 → 05/2017
    Palacio Restaurant
    Los Gatos, CA
  • 07/2018 → 07/2019
    Presidio Bank
    Palo Alto, CA
  • 07/2019 → 01/2020
    1440 Multiversity
    Scotts Valley, CA
  • 06/2020 → Present
    California Financial Advisors
    San Ramon, CA
  • 08/2016 → 06/2017
    University Of Oregon
    Eugene, OR
  • 09/2017 → 06/2020
    Santa Clara University
    Santa Clara, CA
  • 02/2020 → 05/2020
    California Financial Advisors
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-26
  • S65 Uniform Investment Adviser Law Examination
    2020-09-26
Designations

View on SEC IAPD

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Other Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
INTEGRITY ALLIANCE, LLC. · San Ramon, CA

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