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Nancy Ann Ruehle Mullally

Alamo Capital

Walnut Creek, CA

Walnut Creek, CA

Chicago, IL

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Current Employers
Alamo Capital

201 N Civic Dr #180, Walnut Creek, CA 94596-3761 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1998-11-19
  • CA RA
    APPROVED
    Since 1998-11-19

Branch Locations

201 N Civic Dr Suite 180, Walnut Creek, CA 94596 • UNITED STATES

201 N Civic Dr #180, Walnut Creek, CA 94596-3761 • United States

150 S Wacker Ste 2400, Chicago, IL 60606 • 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
Alamo Capital Walnut Creek CA 08/1987 Present
Westhoff, Cone & Holmstedt Lafayette CA 01/1989 Present
Westhoff Martin & Assoc. Lafayette CA 01/1990 Present
William J Mullally Associates Walnut Creek CA 05/1991 Present
  • 08/1987 → Present
    Alamo Capital
    Walnut Creek, CA
  • 01/1989 → Present
    Westhoff, Cone & Holmstedt
    Lafayette, CA
  • 01/1990 → Present
    Westhoff Martin & Assoc.
    Lafayette, CA
  • 05/1991 → Present
    William J Mullally Associates
    Walnut Creek, CA
Other Businesses

ALAMO ADVERTISING GROUP, CFO, NON-INVESTMENT RELATED, APPROX. 2 HOURS/WEEK. NO DIRECT EMPLOYEES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-16
S65 Uniform Investment Adviser Law Examination 1998-10-14
  • S63 Uniform Securities Agent State Law Examination
    2016-08-16
  • S65 Uniform Investment Adviser Law Examination
    1998-10-14
Other Names
  • Nancy A Ruehle
  • Nancy Ann Ruehle

View on SEC IAPD

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Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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