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Inactive

Alex Kyle Soderberg

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 2022-09-09
  • CA RA
    APPROVED
    Since 2022-09-09

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 06/2022 Present
Peak 360 Wealth Management, Llc San Ramon CA 02/2022 06/2022
Contra Costa County Office Of The Sheriff Martinez CA 05/2018 10/2021
River City Bank Sacramento CA 03/2015 03/2018
Bryant University Brentwood CA 11/2021 12/2021
  • 06/2022 → Present
    Burton Enright Welch
    Walnut Creek, CA
  • 02/2022 → 06/2022
    Peak 360 Wealth Management, Llc
    San Ramon, CA
  • 05/2018 → 10/2021
    Contra Costa County Office Of The Sheriff
    Martinez, CA
  • 03/2015 → 03/2018
    River City Bank
    Sacramento, CA
  • 11/2021 → 12/2021
    Bryant University
    Brentwood, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
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