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Brian Thomas Kozel

North Berkeley Wealth Management, LLC

Berkeley, CA

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Current Employers
North Berkeley Wealth Management, Llc

1995 El Dorado Ave, Berkeley, CA 94707 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-11-12
  • CA RA
    APPROVED
    Since 2015-11-12

Branch Locations

1995 El Dorado Ave, Berkeley, CA 94707 • 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
North Berkeley Investment Partners Berkeley CA 04/2011 Present
  • 04/2011 → Present
    North Berkeley Investment Partners
    Berkeley, CA
Designations
Other Names
  • Brian T Kozel

View on SEC IAPD

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BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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