Tonya West

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-20

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Waddell & Reed Inc	Napa	CA	11/2015	11/2019
Various Insurance Carriers For W&R Insurance Agencies	American Canyon	CA	11/2015	11/2019
Gerardo Martin	Napa	CA	03/2016	12/2018
Tonya And Kevin West	American Canyon	CA	08/2016	05/2020
Napa Wealth Management	Napa	CA	04/2021	Present
Unemployed	American Canyon	CA	06/2020	03/2021
The Mather Group, Llc	Napa	CA	11/2025	Present

11/2015 → 11/2019

Waddell & Reed Inc

Napa, CA
11/2015 → 11/2019

Various Insurance Carriers For W&R Insurance Agencies

American Canyon, CA
03/2016 → 12/2018

Gerardo Martin

Napa, CA
08/2016 → 05/2020

Tonya And Kevin West

American Canyon, CA
04/2021 → Present

Napa Wealth Management

Napa, CA
06/2020 → 03/2021

Unemployed

American Canyon, CA
11/2025 → Present

The Mather Group, Llc

Napa, CA

08/2016- PRESENT; TONYA AND KEVIN WEST; AMERICAN CANYON, CA; INVESTMENT RELATED: N; SOLE PROPRIETOR; OWNER/LANDLORD; 4HRS/MO; 0 SECHRS/MO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-02-05

Other Firms