Best Investors Account Sign in
Inactive

Jacob Andrew Rodriguez

Sierra Pacific Private Wealth, LLC

Pleasanton, CA

Claim This Profile
Current Employers
Sierra Pacific Private Wealth, Llc

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-22
  • CA RA
    APPROVED
    Since 2025-10-22

Branch Locations

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • 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
Sierra Pacific Private Wealth, Llc Pleasanton CA 03/2022 Present
Student Dublin CA 03/2019 03/2022
Rigatoni's Fresh Italian Grill Dublin CA 07/2015 03/2019
  • 03/2022 → Present
    Pleasanton, CA
  • 03/2019 → 03/2022
    Student
    Dublin, CA
  • 07/2015 → 03/2019
    Rigatoni's Fresh Italian Grill
    Dublin, CA
Other Businesses

1) Papa Fix It, LLC; Non Investment-realted; 164 N L St Livermore CA 94550; Handyman; President; 01/13/25; 5 hours a month; 0 hours a month during securities trading hours; Minor household repair

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21

View on SEC IAPD

More in Pleasanton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor