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11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-07-31 |
| TX | RA | APPROVED | 2017-07-28 |
Branch Locations
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bakersfield | CA | 08/2007 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Entruity Wealth, Llc | Bakersfield | CA | 07/2017 | Present |
| Purshe Kaplan Sterling Investments, Inc | Bakersfield | CA | 07/2017 | Present |
1. Entruity Wealth, LLC. Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. RIA. President & CIO. 07/2017. 175 Hrs/Mo; All During Trading Hours. Client Advisory, Portfolio Management, Relationship Management, and Financial Planning. 2. Estate Planning Council of Bakersfield. Not Investment Related. No Address. Networking. Board Advisor. 2 Hrs/Mo; 0 During Trading Hours. 02/2000. Board Advisor. 3. Fixed Insurance. Investment Related. 11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311. Fixed Insurance. Agent. 07/2017. 4 Hrs/Mo; All During Trading Hours. Fixed Insurance. 4. PKS Investments. Investment Related. 80 State St, Albany, NY 12207. Registered Representative. Agent. 07/2017. 4 Hrs/Mo; All During Trading Hours. Fixed Insurance. 5. Downtown Rotary Club of Bakersfield; not Investment Related; Philanthropy; Board Member; June 2023; 2 hrs/mo; 2 hrs during trading; Philanthropic events, board participation and voting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-27 |
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