Inactive

Christopher Timothy Atkeson

Delta Investment Management, LLC

San Francisco, CA

CRD 8217091

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Employer firm

Delta Investment Management, LLC CRD 149596

$857M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Delta Investment Management, Llc

708 Montgomery Street, San Francisco, CA 94111 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-26

CA RA
APPROVED

Since 2026-01-26

Branch Locations

708 Montgomery Street, San Francisco, CA 94111 • 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

Organization	City	State	From	To
Delta Investment Management, Llc	San Francisco	CA	01/2026	Present
Badger Meter	Los Gatos	CA	12/2018	11/2025
Southern Glazer's Wine & Spirits	Union City	CA	09/2017	12/2018
Uc Berkeley	Berkeley	CA	09/2013	06/2017

01/2026 → Present

Delta Investment Management, Llc

San Francisco, CA
12/2018 → 11/2025

Badger Meter

Los Gatos, CA
09/2017 → 12/2018

Southern Glazer's Wine & Spirits

Union City, CA
09/2013 → 06/2017

Uc Berkeley

Berkeley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-12

S65 Uniform Investment Adviser Law Examination

2026-01-12

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC

DIVISAR CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL

JOHN HUGH MCDEVITT

JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA

DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA

CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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