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North Bay Wealth Management CRD 285523
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
140 2Nd Street Suite 310, Petaluma, CA 94952 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-21 |
| CA | RA | APPROVED | 2016-11-17 |
Branch Locations
140 2Nd Street Suite 310, Petaluma, CA 94952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenleaf & Burleson Wealth Management Llc | Petaluma | CA | 03/2012 | 09/2016 |
| North Bay Wealth Management | Petaluma | CA | 11/2016 | Present |
American Hunt, Inc. located at 1 East Center Street, Suite #300 Unit #501, Fayetteville, AK 72701 is a non-investment related business. American Hunt, Inc is a listing site for outdoor activities that are available to rent by the day. I am a part owner in the business acting as CFO, Treasurer and Secretary. My start date at American Hunt, Inc was 2/8/2021. I devote eight hours a month to this business with most of this time on weekends or after normal business hours. My involvement consists of a supporting role as the company is in a startup phase.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-18 |
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