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Annie Claire Klopstock

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 2024-07-31
  • CA RA
    APPROVED
    Since 2024-07-31

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
Tantardinos Lake Almanor CA 06/2019 05/2021
The Coop Lafayette CA 12/2019 01/2020
Ucsf Medicine San Francisco CA 02/2021 05/2021
Tandem Investment Advisors Charleston SC 06/2021 02/2022
Education - Junior High, High School And University Walnut Creek CA 10/2011 05/2021
Tandem Investment Advisors Charleston SC 02/2022 05/2024
Burton Enright Welch Walnut Creek CA 06/2024 Present
  • 06/2019 → 05/2021
    Tantardinos
    Lake Almanor, CA
  • 12/2019 → 01/2020
    The Coop
    Lafayette, CA
  • 02/2021 → 05/2021
    Ucsf Medicine
    San Francisco, CA
  • 06/2021 → 02/2022
    Tandem Investment Advisors
    Charleston, SC
  • 10/2011 → 05/2021
    Education - Junior High, High School And University
    Walnut Creek, CA
  • 02/2022 → 05/2024
    Tandem Investment Advisors
    Charleston, SC
  • 06/2024 → Present
    Burton Enright Welch
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-04
  • S65 Uniform Investment Adviser Law Examination
    2021-10-04

View on SEC IAPD

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Alex Kyle Soderberg
Eugene Daniel Binunsky

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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