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539 Broadway Suite A, Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonoma Wealth Advisors, Llc | Sonoma | CA | 03/2022 | Present |
| Cintas Corporations | Santa Rosa | CA | 08/2016 | 12/2021 |
| Sonoma Wealth Advisors, Llc | Sonoma | CA | 01/2022 | 03/2022 |
Shelby T Wirick is a Manager and Member at Wirick Enterprises LLC; Investment related: No; Location: 434 Patten St. Sonoma CA 95476 US; Start date: 2024-01-01; Description and Responsibilities Duties: Shelby Wirick is a Manager/Member of Wirick Enterprises LLC; 0 Hours per month during trading hours; 10 Hours per month outside trading hours; 0% of total yearly compensation derived from the business; Contact person at the organization: Shelby & Matthew Wirick.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-06 |
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