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Current Employers
Blossom Wealth Management, Llc

San Ramon, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-02
CA RA APPROVED 2018-02-13
  • TX RA
    APPROVED
    Since 2020-10-02
  • CA RA
    APPROVED
    Since 2018-02-13

Branch Locations

San Ramon, CA • United States

Lafayette, CA • 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
Highmark Capital Management, Inc. San Francisco CA 06/1998 02/2018
Union Bank Of California, N.A. San Francisco CA 06/1994 02/2018
Blossom Wealth Management, Llc Alamo CA 02/2018 Present
  • 06/1998 → 02/2018
    Highmark Capital Management, Inc.
    San Francisco, CA
  • 06/1994 → 02/2018
    Union Bank Of California, N.A.
    San Francisco, CA
  • 02/2018 → Present
    Alamo, CA
Previous Registrations
  • 1999-03-01 → 2015-12-31
    Highmark Capital Management, Inc.
    San Francisco, CA
Other Businesses

The National Association of Investors? (NAIC®); Not directly investment-related (financial education); 570 Kirts Blvd, Suite 237, Troy, MI 48084; Financial education for a non-profit organization; Director in the local San Francisco Chapter of volunteers; Since 1993; Approximately 10 hours/mo. (1 during trading hours); Teaching classes on financial literacy, including teaching on investing and investment concepts. I share how the software can be used to value companies. I also visit with investment clubs and share investment concepts.

Designations

View on SEC IAPD

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