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Sarah Lyn Mcgee Gassert

Equity Management Group

Santa Rosa Valley, CA

Valley Center, CA

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Current Employers
Equity Management Group

Santa Rosa Valley, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-11
  • CA RA
    APPROVED
    Since 2025-08-11

Branch Locations

Santa Rosa Valley, CA • United States

Valley Center, CA • 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
Equity Management Group Santa Rosa Valley CA 08/2013 Present
Dav Energy Solutions San Diego CA 03/2019 09/2021
  • 08/2013 → Present
    Equity Management Group
    Santa Rosa Valley, CA
  • 03/2019 → 09/2021
    Dav Energy Solutions
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11

View on SEC IAPD

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