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5145 Davis Drive, Lakeport, CA 95453 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legal Nurse Consultant Group | Lakeport | CA | 03/1992 | Present |
| Alta Bates Medical Center | Berkeley | CA | 04/2001 | Present |
| J. Oliver Maxwell, Llc | Lakeport | CA | 01/2004 | 08/2025 |
| J Rockcliff Realty | Danville | CA | 06/2017 | 08/2023 |
| Berkshire Hathaway Home Services | Napa | CA | 06/2014 | 06/2017 |
| Vanguard Properties | Healdsburg | CA | 08/2023 | Present |
| Guardian Insurance Company | Campbell | CA | 10/2024 | Present |
| J. Oliver Maxwell, Llc | Lakeport | CA | 09/2025 | Present |
| Westpac Wealth Partners & Insurance Services, Llc | San Diego | CA | 02/2026 | Present |
| Pacific Advisors, Llc | Campbell | CA | 10/2024 | 02/2026 |
VANGUARD PROPERTIES — Investment-related real-estate activity. Address: 421 Healdsburg Avenue, Healdsburg, CA 95448. Position: Realtor Associate. Relationship began August 2023. Approximately 5–10 hours per month are devoted to this activity, including approximately 5 hours during securities trading hours. Duties include representing buyers and sellers, preparing and reviewing real-estate transaction documents, marketing properties, communicating with clients and coordinating transactions. Compensation is received through real-estate commissions when a transaction closes. ALTA BATES SUMMIT MEDICAL CENTER—ALTA BATES CAMPUS — Non-investment-related compensated nursing employment. Address: 2450 Ashby Avenue, Berkeley, CA 94705. Position: Registered Nurse. Relationship began April 2001. Approximately 64 hours per month are devoted to this activity, primarily during weekend and evening shifts, with 0 hours during securities trading hours. Duties include providing high-risk maternal-newborn and neonatal nursing care, identifying maternal and infant risk, assisting with neonatal stabilization and resuscitation, and serving as a clinical resource and infant-care expert. THE LEGAL NURSE CONSULTANT GROUP — Non-investment-related legal nurse consulting practice operated by Janet Grace Attard under a registered DBA. Address: 5145 Davis Drive, Lakeport, CA 95453. Position: Founder / President / Certified Legal Nurse Consultant. The underlying consulting practice began in March 1992 and previously appeared on Form U4 as “Risk Management–Medical Consultant.” Approximately 5 hours per month are devoted to this activity, with 0 hours during securities trading hours. Duties include medical-record review, standard-of-care analysis, chronology preparation, expert consultation and attorney support. Compensation is received through client retainers and hourly professional fees. WESTPAC WEALTH PARTNERS & INSURANCE SERVICES, LLC — Investment-related insurance activity. Address: 5280 Carroll Canyon Road, Suite 300, San Diego, CA 92121. Position: Independent Insurance Producer. Relationship began February 2026; producer contract effective February 12, 2026. Approximately 5 hours per month are devoted to this activity, including approximately 5 hours during securities trading hours. Duties include evaluating, presenting and servicing whole-life and other fixed-life insurance, disability-income insurance, long-term-care insurance and fixed annuities. Compensation may be received through insurance commissions paid by Guardian Life or another issuing carrier when an insurance product is purchased. Not licensed with Park Avenue Securities; no securities activity is conducted through WestPac.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-24 |
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