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1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-18 |
Branch Locations
1802 Tice Valley Blvd, Walnut Creek, CA 94595 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 08/2005 | 04/2019 |
| Bank Of America, N.A. | Sacramento | CA | 07/2011 | 04/2019 |
| Raymond James Financial Services Dba O'BRien Wealth Management | Stockton | CA | 04/2019 | 06/2023 |
| Central Valley Advisors, Llc Dba O'BRien Wealth Management | Sacramento | CA | 06/2023 | 06/2026 |
| Echo45 Advisors Llc | Walnut Creek | CA | 06/2026 | Present |
1) Name of Business: Rental Property; 5309 Sandburg Dr., Sacramento, CA, Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related; Start Date: 11/11/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 2) Name of Business: STREAMLINE SOFTWARE; NON INVESTMENT-RELATED; 2321 P ST., SACRAMENTO, CA 95816; SOFTWARE; PASSIVE INVESTOR; OCTOBER 2022; 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DEVOTED TO THIS BUSINESS DURING TRADING HOURS; PASSIVE INVESTOR WITH ZERO CONTROL 3) Salvation Army; Not Investment Related; Sacramento, CA; Non-Profit; Advisory Board; Volunteer Board Member; Start date 08/2019; Approximately 2-10 hours/month with 0-1 hour/month during trading hours 4) Licensed Insurance Agent; Investment Related; Start date: 12/06/2007; 1 hour a month during non-market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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