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Inactive

James Allen Mcbride

The Mcbride Group

Petaluma, CA

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Current Employers
The Mcbride Group

755 Baywood Drive Second Floor, Petaluma, CA 94954 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-12-11
CA RA APPROVED 2009-08-11
  • TX RA
    APPROVED_RES
    Since 2015-12-11
  • CA RA
    APPROVED
    Since 2009-08-11

Branch Locations

755 Baywood Drive Second Floor, Petaluma, CA 94954 • 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
The Mcbride Group, Llc Petaluma CA 05/2009 Present
Community First Credit Union Santa Rosa CA 02/2015 06/2017
  • 05/2009 → Present
    The Mcbride Group, Llc
    Petaluma, CA
  • 02/2015 → 06/2017
    Community First Credit Union
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-10
S63 Uniform Securities Agent State Law Examination 1991-03-22
  • S65 Uniform Investment Adviser Law Examination
    1995-08-10
  • S63 Uniform Securities Agent State Law Examination
    1991-03-22
Designations

View on SEC IAPD

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KRUSE FINANCIAL STRATEGY · PETALUMA, CA
EDWARD JONES · PETALUMA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Petaluma, CA
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PETALUMA, CA
INTEGRITY ADVISORY SOLUTIONS · Petaluma, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Petaluma, CA
LPL FINANCIAL LLC · PETALUMA, CA

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