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1840 San Miguel Drive, 202, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1840 San Miguel Drive, 202, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplera Benefits & Insurance Solutions | Walnut Creek | CA | 10/2008 | Present |
| Acclaro Wealth Management, Llc | Walnut Creek | CA | 03/2015 | Present |
1. 06/27/2012 - SIMPLERA BENEFITS/ OWNER OF AGENCY FOR SALE OF NON-VARIABLE INSURANCE/ 50%/ WALNUT CREEK, CA. 2. 2/19/2013: REGISTERED INVESTMENT ADVISOR - ACCLARO WEALTH MANAGEMENT - PROVIDE COMPREHENSIVE FINANCIAL PLANNING INCLUDING PLANS AND ADVICE FOR A FIXED FEE. - TIME SPENT 10% - WALNUT CREEK, CA. 3. 2/25/2013: DBA ONLY - ACCLARO GROUP - TIME SPENT 25% - WALNUT CREEK, CA. 4. 6/5/2013: OTHER-SOFTWARE - GUIDEFINANCIAL - A COUPLE SOFTWARE DEVELOPERS WANT MY INPUT ON USER INTERFACE AND OTHER ISSUES IN REGARDS TO THEIR NEW SOFTWARE. MY ROLE IS AS ADVISOR. - TIME SPENT 2%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-11 |
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