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Michael Bereznak

Rubicon Advisors

Redding, CA

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Current Employers
Rubicon Advisors

1640 East Cypress Suite A, Redding, CA 96002 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-04
  • CA RA
    APPROVED
    Since 2026-03-04

Branch Locations

1640 East Cypress Suite A, Redding, CA 96002 • 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
Tantardino's Pizzeria And Pasta Lake Almanor CA 06/2017 01/2018
Bailey Creek Golf Course Lake Almanor CA 01/2016 01/2017
America's Discount Furniture Chico CA 09/2023 05/2024
Durkin Home Construction Lake Almanor CA 06/2024 Present
Lpl Financial Redding CA 10/2025 Present
High School Student Chester CA 08/2016 06/2020
College Student Chico CA 07/2020 05/2024
Rubicon Advisors Redding CA 03/2026 Present
  • 06/2017 → 01/2018
    Tantardino's Pizzeria And Pasta
    Lake Almanor, CA
  • 01/2016 → 01/2017
    Bailey Creek Golf Course
    Lake Almanor, CA
  • 09/2023 → 05/2024
    America's Discount Furniture
    Chico, CA
  • 06/2024 → Present
    Durkin Home Construction
    Lake Almanor, CA
  • 10/2025 → Present
    Lpl Financial
    Redding, CA
  • 08/2016 → 06/2020
    High School Student
    Chester, CA
  • 07/2020 → 05/2024
    College Student
    Chico, CA
  • 03/2026 → Present
    Redding, CA
Other Businesses

1) 2025-10-06 - Durkin Home Construction - Outside/W-2 Employment - N - 660 Red River Dr, Westwood, CA 96137 - 2025-09-22 - 160hrs/mth - 8hrs/mth during trading 2) 2026-03-31 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Rubicon Advisors - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-03-25 - 50hrs/mth - 5hrs/mth during trading 3) 2026-05-05 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Rubicon Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-03-25 - 50hrs/mth - 5hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
  • S66 Uniform Combined State Law Examination
    2026-02-27

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