James Edward Salter

Current Employers

Blossom Wealth Management, Llc

San Ramon, CA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-10-01
CA	RA	APPROVED	2009-06-26

TX RA
APPROVED

Since 2020-10-01
CA RA
APPROVED

Since 2009-06-26

Branch Locations

San Ramon, 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
Blossom Wealth Management, Llc	San Ramon	CA	06/2009	Present
Kw Securities Corporation	Larkspur	CA	11/2013	09/2022

06/2009 → Present

Blossom Wealth Management, Llc

San Ramon, CA
11/2013 → 09/2022

Kw Securities Corporation

Larkspur, CA

Previous Registrations

2009-06-01 → 2009-07-01

Morgan Stanley

Walnut Creek, CA
2007-03-27 → 2009-06-01

Citigroup Global Markets Inc.

Walnut Creek, CA

Other Businesses

Independent Insurance Agent; non-investment related; 2141 N. Donovan Way, San Ramon, CA 94582; Insurance sales; Agent; Since 03/2007; 0 hrs./mo.; Insurance sales of term and life products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-21

S66 Uniform Combined State Law Examination

2007-03-21

Other Names

James E Salter

View on SEC IAPD