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12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-07-26 |
Branch Locations
2635 N. First Street, Suite 230, San Jose, CA 95134 • United States
101 Lucas Valley Road, Suite 265, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fremont Aikido | Fremont | CA | 01/2005 | 10/2021 |
| Stone Presbyterian Church Of Willow Glen | San Jose | CA | 12/2015 | 05/2017 |
| American Investors Company | San Ramon | CA | 07/2016 | Present |
| First Street Insurance Agency/John E. Lococo | San Jose | CA | 07/2016 | 07/2018 |
| First Street Wealth Advisors/John E. Lococo | San Jose | CA | 07/2018 | Present |
1) FIRST STREET WEALTH ADVISORS/JOHN E. LOCOCO; NOT INVESTMENT-RELATED; 2635 N. FIRST STREET, SUITE 230, SAN JOSE, CA 95134; INSURANCE AGENT; START DATE 7/2018; APPROX. 6 HOURS/MONTH DEVOTED TO THIS BUSINESS; ZERO TIME DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-25 |
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