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Sara M. Wise

Roseman Wagner Wealth Management

Rocklin, CA

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Current Employers
Roseman Wagner Wealth Management

4970 Rocklin Road Suite 200, Rocklin, CA 95677 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-10
  • CA RA
    APPROVED
    Since 2022-01-10

Branch Locations

4970 Rocklin Road Suite 200, Rocklin, CA 95677 • 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
Nylife Securities Llc Roseville CA 05/2014 02/2021
Eagle Strategies Llc Roseville CA 02/2021 01/2022
Roseman Wagner Wealth Management Rocklin CA 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-02
S63 Uniform Securities Agent State Law Examination 2014-06-26
  • S65 Uniform Investment Adviser Law Examination
    2021-02-02
  • S63 Uniform Securities Agent State Law Examination
    2014-06-26
Other Names
  • Sara Browning Mcbride
  • Sara Mcbride Boccoleri
  • Sara M. Boccoleri
  • Sara Mcbride Wise
  • Sara M. Smith

View on SEC IAPD

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Other Offices

GAYLORD WEALTH MANAGEMENT, LLC · ROCKLIN, CA
PEDICORD WEALTH MANAGEMENT, LLC · ROCKLIN, CA
OSAIC WEALTH, INC. · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
CETERA INVESTMENT ADVISERS LLC · ROCKLIN, CA
EDWARD JONES · ROCKLIN, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Rocklin, CA

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