Nancy Wright Cooper

Current Employers

Topel & Distasi Wealth Management, Llc

2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2026-03-13
CA	RA	APPROVED	2025-01-01

NM RA
APPROVED

Since 2026-03-13
CA RA
APPROVED

Since 2025-01-01

Branch Locations

Santa Fe, NM • United States

2907 Claremont Avenue, Suite 111, Berkeley, CA 94705 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Lpl Financial Llc (F/K/A Linsco/ Private Ledger Corporation)	Berkeley	CA	10/2007	03/2018
Deyoe Wealth Management, Inc	Berkeley	CA	01/2011	01/2019
Topel & Distasi Wealth Management, Llc	Berkeley	CA	01/2019	Present

10/2007 → 03/2018

Lpl Financial Llc (F/K/A Linsco/ Private Ledger Corporation)

Berkeley, CA
01/2011 → 01/2019

Deyoe Wealth Management, Inc

Berkeley, CA
01/2019 → Present

Topel & Distasi Wealth Management, Llc

Berkeley, CA

Previous Registrations

2014-01-10 → 2019-01-25

Mindful Money

Berkeley, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-04-29
S63	Uniform Securities Agent State Law Examination	1995-03-02

S65 Uniform Investment Adviser Law Examination

2014-04-29
S63 Uniform Securities Agent State Law Examination

1995-03-02