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Andrew Shayne Hempeck

Creekside Partners

Petaluma, CA

CRD 2237301

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Employer firm

Creekside Partners CRD 125401

$553M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Creekside Partners

775 Baywood Drive Suite 306, Petaluma, CA 94954 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-08-22
  • CA RA
    APPROVED
    Since 2007-08-22

Branch Locations

775 Baywood Drive Suite 306, 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
Creekside Partners Investment Counsel Lafayette CA 08/2007 Present
  • 08/2007 → Present
    Creekside Partners Investment Counsel
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-29
S63 Uniform Securities Agent State Law Examination 1992-06-29
  • S65 Uniform Investment Adviser Law Examination
    2004-01-29
  • S63 Uniform Securities Agent State Law Examination
    1992-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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