Willard M Folsom

Current Employers

Employment History

• 01/2009 → Present
  Folsom Farms Llc
  Foster City, CA
• 09/2018 → Present
  Castle Rock Wealth Management, Llc
  Walnut Creek, CA
• 04/2013 → 09/2018
  Merrill Lynch
  Menlo Park, CA
• 09/2018 → Present
  Castle Rock Management
  Walnut Creek, CA
• 03/2019 → Present
  Private Client Services
  Walnut Creek, CA

Previous Registrations

• 2013-07-23 → 2018-09-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA

Other Businesses

1) DO IT TODAY LEARNING NETWORK. 4435 N FIRST ST #244, LIVERMORE, CA 94551. SALES TRAINING VIDEO GAME MANUFACTRER. INVESTOR, NO DUTIES. 0 HOURS/MO; 0 DURING TRADING HOURS. 2) FOLSOM FARMS. 129 FLYING CLOUD ISLE, FOSTER CITY, CA 94404. CORN FARM. OWNER/MANAGER. 1 HOURS/MO; 0 DURING TRADING HOURS. 3) WINGTIP. 550 MONTGOMERY ST, SAN FRANCISCO, CA 94111. RETIAL STORE/PRIVATE CLUB. INVESTOR, NO DUTIES. 0 HOURS/MO; 0 DURING TRADING HOURS. 4) CASTLE ROCK INSURANCE SERVICES. 1777 BOTELHO DR, #103, WALNUT CREEK, CA 94596. INSURANCE. FINANCIAL ADVISOR. 40 HOURS/MO; 40 DURING TRADING HOURS. 4) CASTLE ROCK WEALTH MANAGEMENT. 1777 BOTELHO DRIVE, SUITE 103, WALNUT CREEK, CA. FINANCIAL ADVISOR. 160 HRS/MO; 120 DURING TRADING HRS. 5) Upper Left Quadrant. 129 Flying Cloud Isle, Foster City, CA 94404. Real Estate Investments. Partner. 5 hrs/mo; 0 during trading hrs. Not investment related. 6) Folsom Venture Holdings, LLC. 129 Flying Cloud Isle, Foster City, CA 94404. Real Estate. Partner. 5 hrs/mo; 0 during trading hrs. Not investment related. 7) Folsom Holdings, LLC. 129 Flying Cloud Isle, Foster City, CA 94404. Farm in Colorado. Co-owner. 0.5 hrs/mo; 0 during trading hrs. Not investment related. 8) Folsom Investments, LLC. 129 Flying Cloud Isle, Foster City, CA 94404. Rental properties. Co-owner. 0.5 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-19

Other Names

• Bill Folsom