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Inactive

Steven Mathews Gasparini

Destination Wealth Management

Walnut Creek, CA

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Current Employers
Destination Wealth Management

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-09
  • CA RA
    APPROVED
    Since 2024-09-09

Branch Locations

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597 • 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
Triad Advisors, Inc. Norcross GA 05/2013 10/2019
Eaglestone Wealth Advisors, Inc. Rockville MD 06/2014 10/2019
Sullivan, Bruyette, Speros & Blayney, Llc. Mclean VA 10/2019 04/2021
Creative Planning, Llc. Overland Park KS 04/2021 07/2024
Destination Wealth Management Walnut Creek CA 08/2024 Present
  • 05/2013 → 10/2019
    Triad Advisors, Inc.
    Norcross, GA
  • 06/2014 → 10/2019
    Eaglestone Wealth Advisors, Inc.
    Rockville, MD
  • 10/2019 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Llc.
    Mclean, VA
  • 04/2021 → 07/2024
    Creative Planning, Llc.
    Overland Park, KS
  • 08/2024 → Present
    Destination Wealth Management
    Walnut Creek, CA
Previous Registrations
  • 2021-04-22 → 2024-08-02
    Creative Planning
    Overland Park, KS
    Mclean, VA
    San Francisco, CA
  • 2019-12-06 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-06
S66 Uniform Combined State Law Examination 2017-07-07
  • S65 Uniform Investment Adviser Law Examination
    2019-12-06
  • S66 Uniform Combined State Law Examination
    2017-07-07
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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