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Current Employers
The Rice Partnership, Llc

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-15
  • CA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1304 Santa Rosa Street, San Luis Obispo, CA 93401 • United States

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Wealthjar Investment Advisory, Llc

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-15
  • CA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

1304 Santa Rosa Street, San Luis Obispo, CA 93401 • 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
The Palms Golf Club La Quinta CA 11/2016 08/2018
San Luis Obispo Country Club San Luis Obispo CA 09/2018 05/2021
Ubs Financial Services Walnut Creek CA 05/2021 11/2022
Full Time Student La Quinta CA 09/2003 06/2017
California Polytechnic State University San Luis Obispo CA 09/2017 03/2021
Domus Capital Group Avila Beach CA 07/2019 03/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 12/2022 12/2023
Bank Of America, N.A. San Luis Obispo CA 01/2023 12/2023
The Rice Partnership, Llc San Luis Obispo CA 01/2024 Present
  • 11/2016 → 08/2018
    The Palms Golf Club
    La Quinta, CA
  • 09/2018 → 05/2021
    San Luis Obispo Country Club
    San Luis Obispo, CA
  • 05/2021 → 11/2022
    Ubs Financial Services
    Walnut Creek, CA
  • 09/2003 → 06/2017
    Full Time Student
    La Quinta, CA
  • 09/2017 → 03/2021
    California Polytechnic State University
    San Luis Obispo, CA
  • 07/2019 → 03/2020
    Domus Capital Group
    Avila Beach, CA
  • 12/2022 → 12/2023
    San Luis Obispo, CA
  • 01/2023 → 12/2023
    Bank Of America, N.A.
    San Luis Obispo, CA
  • 01/2024 → Present
    San Luis Obispo, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07

View on SEC IAPD

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