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Michael John Hall

Core Wealth Partners LLC

Santa Rosa, CA

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Current Employers
Core Wealth Partners Llc

576 B Street Suite 2G, Santa Rosa, CA 95401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-28
  • CA RA
    APPROVED
    Since 2022-09-28

Branch Locations

576 B. Street, Suite 2G, Santa Rosa, CA 94501 • 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
Holden & Company Llp San Rafael CA 02/2016 12/2018
Holden Hall Wealth Management Santa Rosa CA 01/2016 11/2022
Linkenheimer Llp Santa Rosa CA 01/2019 01/2020
Western International Securities, Inc. Pasadena CA 08/2021 08/2022
Core Wealth Partners Llc Santa Rosa CA 03/2021 Present
  • 02/2016 → 12/2018
    Holden & Company Llp
    San Rafael, CA
  • 01/2016 → 11/2022
    Holden Hall Wealth Management
    Santa Rosa, CA
  • 01/2019 → 01/2020
    Linkenheimer Llp
    Santa Rosa, CA
  • 08/2021 → 08/2022
    Western International Securities, Inc.
    Pasadena, CA
  • 03/2021 → Present
    Santa Rosa, CA
Previous Registrations
  • 2016-05-27 → 2022-12-31
    Holden Hall Wealth Management
    San Rafael, CA
    Santa Rosa, CA
    Santa Rosa, CA
  • 2021-08-03 → 2022-08-05
    Western International Securities, Inc.
    Santa Rosa, CA
  • 2013-06-13 → 2016-01-26
    Novato, CA
  • 2014-12-02 → 2014-12-15
    Kms Financial Services, Inc.
    Seattle, WA
  • 2012-08-20 → 2012-12-31
    Gbs Financial Corp.
    Santa Rosa, CA
    Santa Rosa, CA
    Santa Rosa, CA
Other Businesses

Various insurance agencies. Title: Insurance Agent. Start: 2/2012. Approx. 25% of time, 1-2 hours per month during trading hours. Address: 576 B Street, Suite 2B, Santa Rosa, CA 95401

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-01-11
S65 Uniform Investment Adviser Law Examination 1996-04-18
  • S63 Uniform Securities Agent State Law Examination
    2012-01-11
  • S65 Uniform Investment Adviser Law Examination
    1996-04-18
Designations
Other Names
  • Michael John Hall
  • Michael J Hall

View on SEC IAPD

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