William Carl Bomar

Current Employers

Alpha Wealth Management And Planning Llc

690 De Long Ave. Suite 300, Novato, CA 94945 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2016-04-19

CA RA
APPROVED

Since 2016-04-19

Branch Locations

690 De Long Ave. Suite 300, Novato, CA 94945 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Novato	CA	02/2016	Present
Applied Financial Planning, Inc.	Novato	CA	05/2016	Present

02/2016 → Present

Lpl Financial, Llc

Novato, CA
05/2016 → Present

Applied Financial Planning, Inc.

Novato, CA

Previous Registrations

2011-09-14 → 2015-12-31

Protected Investors Of America

Novato, CA
2006-03-20 → 2011-09-15

Ameriprise Financial Services, Llc

Santa Rosa, CA

Petaluma, CA

Other Businesses

1. 04/05/2016 - ALPHA WEALTH MANAGEMENT AND PLANNING LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NOVATO, CA 2. 04/05/2016 - INSURANCE SALES/ NON-VARIABLE INSURANCE - ADMIN ONLY/ 12%/ NOVATO, CA. 3. 5/24/2016: Alpha Wealth Management and Planning LLC - DBA: (Hybrid) Alpha Wealth Management and Planning LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 2/2/2016 - Time Spent 100% - ADMIN.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-18

S66 Uniform Combined State Law Examination

2006-03-18

Other Names

Bill Carl Bomar

View on SEC IAPD