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Eric Drew Dahl

The Delta Group

Sonoma, CA

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Current Employers
The Delta Group

651-C Broadway St., Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-06

Branch Locations

651-C Broadway St., Sonoma, CA 95476 • 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
The Delta Group/Delta Advisors Sonoma CA 08/1983 Present
Oak Tree Securities, Inc. Livermore CA 02/1990 Present
  • 08/1983 → Present
    The Delta Group/Delta Advisors
    Sonoma, CA
  • 02/1990 → Present
    Oak Tree Securities, Inc.
    Livermore, CA
Previous Registrations
Other Businesses

DELTA GROUP (RIA) started in 1984. 40 hours per week. Fee based.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-11-22
  • S63 Uniform Securities Agent State Law Examination
    1983-11-22

View on SEC IAPD

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Other Investors

JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA

Other Offices

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
PARK, MILLER, LLC · WALNUT CREEK, CA
ELEVATION WEALTH PARTNERS, LLC · WALNUT CREEK, CA
KAUZER CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
NAVOLIO & TALLMAN ADVISORS LLC · WALNUT CREEK, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Walnut Creek, CA
CHANDLER ASSET MANAGEMENT INC · Walnut Creek, CA
BLUESPRING WEALTH MANAGEMENT, LLC · WALNUT CREEK, , CA

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