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3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-04 |
| NV | RA | APPROVED | 2025-12-04 |
| NY | RA | APPROVED | 2025-04-14 |
Branch Locations
3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gebhardt Group, Inc. | Lafayette | CA | 04/2005 | Present |
| Gebhardt Group, Inc | Lafayette | CA | 04/2005 | Present |
| Integrity Alliance Llc | Lafayette | CA | 02/2011 | 12/2025 |
| 401K Masters, Llc | Lafayette | CA | 10/2014 | 06/2019 |
1.INDEPENDENT INSURANCE AGENT;YES;3390 MT DIABLO BLVD 250 LAFAYETTE, CA 94594;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;2/2011;16;16;SALES OF FIXED INSURANCE PRODUCTS 2. GEBHARDT GROUP, INC.;YES;3390 MT DIABLO BLVD 250 LAFAYETTE, CA 94594;REGISTERED INVESTMENT ADVISER;OWNER;1/2007;160;160;REGISTERED INVESTMENT ADVISER 3. GEBHARDT GROUP INC.;YES;3390 MT DIABLO BLVD 250 LAFAYETTE, CA 94594;DBA;OWNER;1/2007;160;160;DBA FOR INSURANCE AND SECURITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-25 |
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