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Sydney Irene Kovacs

Burton Enright Welch

Walnut Creek, CA

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Current Employers
Burton Enright Welch

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-15
  • CA RA
    APPROVED
    Since 2021-10-15

Branch Locations

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • 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
Walnut Creek Presbyterian Church Walnut Creek CA 09/2016 06/2018
Cutting Edge Counsel Oakland CA 08/2018 06/2020
Consilium Wealth Management San Ramon CA 06/2020 06/2021
Burton Enright Welch Walnut Creek CA 08/2021 Present
  • 09/2016 → 06/2018
    Walnut Creek Presbyterian Church
    Walnut Creek, CA
  • 08/2018 → 06/2020
    Cutting Edge Counsel
    Oakland, CA
  • 06/2020 → 06/2021
    Consilium Wealth Management
    San Ramon, CA
  • 08/2021 → Present
    Burton Enright Welch
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-15
  • S65 Uniform Investment Adviser Law Examination
    2021-10-15
Other Names
  • Sydney Irene Boral
  • Sydney Irene Kovaks

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA
RBC CAPITAL MARKETS, LLC · Walnut Creek, CA

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