David Potter Wolfensperger

Current Employers

Employment History

• 12/2012 → Present
  Self-Employed
  San Rafael, CA
• 02/2018 → Present
  Stewart Wealth Management, Inc.
  San Rafael, CA

Previous Registrations

• 2010-09-29 → 2012-12-18
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2005-08-12 → 2006-03-13
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 2004-03-10 → 2005-07-19
  A. G. Edwards & Sons, Inc.
  Walnut Creek, CA
• 2001-03-02 → 2003-03-10
  Ubs Financial Services Inc.
  San Francisco, CA

Other Businesses

(1) HANS R. WOLFENSPERGER GST TRUST; INVESTMENT-RELATED: YES; 250 LOCUST AVE, SAN RAFAEL, CA 94901; NATURE OF BUSINESS: INVESTMENTS; POSITION/TITLE: TRUSTEE; START DATE: 3/31/2008; HOURS/MONTH DEVOTED: 15 HOURS DURING SECURITIES TRADING HOURS; DUTIES: INVESTMENTS, PAY FOR SCHOOL. (2) POTTER-TAYLOR LLC; NOT INVESTMENT RELATED; 3600 AMERICAN RIVER DR. #200, SACRAMENTO, CA; NATURE OF BUSINESS: MINERAL RIGHTS; POSITION/TITLE: PARTNER; 4TH GENERATION OWNER; ZERO HOURS DEVOTED PER MONTH; ZERO HOURS DURING TRADING HOURS; DUTIES: NONE. (3) KINGS COUNTY DEVELOPMENT LP; NOT INVESTMENT RELATED; NATURE OF BUSINESS: MINERAL RIGHTS; POSITION/TITLE: PARTNER, OWNER; 4TH GENERATION OWNER; ZERO HOURS DEVOTED PER MONTH; ZERO HOURS DURING TRADING HOURS; DUTIES: NONE.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-09
• S63 Uniform Securities Agent State Law Examination
  1994-07-22

Designations