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Thomas Christopher Lambert

Wespac Advisors, LLC

Orinda, CA

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Current Employers
Wespac Advisors, Llc

4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

4 Orinda Way Suite 100-B, Orinda, CA 94563 • 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
Wespac Plan Services, Inc. Orinda CA 07/2006 Present
  • 07/2006 → Present
    Wespac Plan Services, Inc.
    Orinda, CA
Previous Registrations
  • 2008-06-30 → 2008-10-21
    Wespac Advisors, Llc
    Oakland, CA
  • 2006-01-23 → 2006-10-13
    Signator Investors, Inc.
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-19
S63 Uniform Securities Agent State Law Examination 1986-10-10
  • S66 Uniform Combined State Law Examination
    2005-12-19
  • S63 Uniform Securities Agent State Law Examination
    1986-10-10
Designations

View on SEC IAPD

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Other Offices

MCDONALD CAPITAL INVESTORS INC · ORINDA, CA
PENSERRA CAPITAL MANAGEMENT LLC · ORINDA, CA
ENERGY INNOVATION CAPITAL MANAGEMENT, LLC · ORINDA, CA
CROSSPOINT CAPITAL MANAGEMENT · ORINDA, CA
PENSERRA GLOBAL INVESTORS LLC · ORINDA, CA
PENSERRA WEALTH MANAGEMENT · ORINDA, CA
MB INMAN INVESTMENT ADVISORS, LLC · ORINDA, CA
WESPAC ADVISORS, LLC · ORINDA, CA

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