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Inactive

Barbara Schulz Matheson

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-12
CA RA APPROVED 2019-02-01
  • TX RA
    APPROVED
    Since 2026-02-12
  • CA RA
    APPROVED
    Since 2019-02-01

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • 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
Td Ameritrade Walnut Creek CA 07/2016 01/2019
Destination Wealth Management Walnut Creek CA 01/2019 Present
Previous Registrations
  • 2016-08-08 → 2019-01-17
    Td Ameritrade, Inc.
    Walnut Creek, CA
  • 2016-08-08 → 2019-01-17
    Td Ameritrade Investment Management, Llc
    Walnut Creek, CA
  • 2011-01-12 → 2014-12-31
    Strategic Advisers Llc
    Roseville, CA
    San Francisco, CA
  • 2009-10-14 → 2010-12-06
    Wells Fargo Investments, Llc
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-10-13
S63 Uniform Securities Agent State Law Examination 1996-04-04
  • S66 Uniform Combined State Law Examination
    2009-10-13
  • S63 Uniform Securities Agent State Law Examination
    1996-04-04
Designations
Other Names
  • Barbara Dee Schulz
  • Barbara Dee Schulz
  • Barbara Schulz Herman
  • Barbara Schulz Herman
  • Barbara Dee Schulz
  • Barbara Dee Cantu
  • Barbara Dee Cantu
  • Barbara Dee Breen
  • Barbara Dee Schulz
  • Barbara Dee Matheson

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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