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Benjamin Ross Peters

Burton Enright Welch

Walnut Creek, CA

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Current Employers
Burton Enright Welch

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-03-26
  • CA RA
    APPROVED
    Since 2014-03-26

Branch Locations

1850 Mt. Diablo Boulevard Suite 335, Walnut Creek, CA 94596 • 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
Burton Enright Welch Walnut Creek CA 02/2014 Present
Previous Registrations
  • 2013-10-29 → 2016-06-22
    Napa Valley Wealth Management
    San Ramon, CA
Other Businesses

PICKMOTO, NOT INVESTMENT RELATED, NO PHYSICAL LOCATION. CO-FOUNDER. START DATE 01/2012, MOBILE APPLICATIONS 5 HRS/MO, NIGHTS AND WEEKENDS ONLY. DUTIES INCLUDE TASK MANAGEMENT, BUG-TRACKING, OUTREACH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-28
  • S65 Uniform Investment Adviser Law Examination
    2013-10-28
Other Names
  • Ben Ross Peters

View on SEC IAPD

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Other Offices

USCF ADVISERS · 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
RBC CAPITAL MARKETS, LLC · Walnut Creek, CA

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