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Michael Robert Tate

Tate Private Wealth Advisers

Sacramento, CA

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Current Employers
Tate Private Wealth Advisers

1545 River Park Drive Suite 375, Sacramento, CA 95815-4614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-09

Branch Locations

1545 River Park Drive, Suite 375, Sacramento, CA 95815 • 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
Tate, Propp, Beggs & Sugimoto Sacramento CA 12/1999 Present
Tate Wealth Management Sacramento CA 01/2005 Present
Diversified Fund Advisors Sacramento CA 02/2008 Present
  • 12/1999 → Present
    Tate, Propp, Beggs & Sugimoto
    Sacramento, CA
  • 01/2005 → Present
    Tate Wealth Management
    Sacramento, CA
  • 02/2008 → Present
    Diversified Fund Advisors
    Sacramento, CA
Previous Registrations
  • 2008-03-13 → 2010-12-30
    Hb Consulting Corporation
    Sioux Falls, SD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-19
  • S65 Uniform Investment Adviser Law Examination
    2004-02-19
Designations
Other Names
  • Michael Tate

View on SEC IAPD

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ROSS BEARDSLEE LEVINE
ANDREA LYNN SILVA
LOEL GLEN HEUPEL
JEFFREY I BEDELL

Other Offices

GUANILL WEALTH MANAGEMENT · SACRAMENTO, CA
ENDEAVOR FINANCIAL PLANNING · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SACRAMENTO, CA
LPL FINANCIAL LLC · SACRAMENTO, CA
ROBERT W. BAIRD & CO. INCORPORATED · SACRAMENTO, CA

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