Rosario Chacon

Current Employers

Wealth-Source Financial

Oakland, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2019-04-15

CA RA
APPROVED

Since 2019-04-15

Branch Locations

Oakland, CA • 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

Organization	City	State	From	To
Wealth-Source Financial	Oakland	CA	07/2018	Present
Personal Financial Consultants	Lafayette	CA	11/2016	04/2018
Private Consulting	Bay Area	CA	03/2016	11/2016
Mission Economic Development Agency	San Francisco	CA	01/2019	03/2023

07/2018 → Present

Wealth-Source Financial

Oakland, CA
11/2016 → 04/2018

Personal Financial Consultants

Lafayette, CA
03/2016 → 11/2016

Private Consulting

Bay Area, CA
01/2019 → 03/2023

Mission Economic Development Agency

San Francisco, CA

Previous Registrations

2015-01-03 → 2016-02-24

Morgan Stanley

Pleasanton, CA

Other Businesses

Other Business: ActivoTax Title: Tax Preparer Non-investments-related work PT during tax season (Feb to April every year) - No more than 8 hours per week As a tax preparer, I help clients prepare and file their taxes Title: Student Loan Consultant Non-Investments-related work Works 5% of time for Navigate, which specializes in student loan planning for physicians

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-01-02

S66 Uniform Combined State Law Examination

2015-01-02

Designations

View on SEC IAPD