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Inactive

Paola Ramos

The Mather Group, LLC

Lafayette, CA

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Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02

Branch Locations

3685 Mt. Diablo Blvd Suite 200, Lafayette, CA 94549 • 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
Hewins Financial Advisors, Llc San Francisco CA 11/2015 05/2017
Unemployed Oakland CA 06/2017 03/2018
Mercer Global Advisors Inc. Walnut Creek CA 04/2018 06/2022
Ep Wealth Advisors, Llc. Torrance CA 06/2022 11/2024
Sanctuary Advisors Llc Danville CA 04/2023 11/2024
Sanctuary Securities, Inc. Danville CA 09/2023 11/2024
The Mather Group, Llc Lafayette CA 12/2024 Present
  • 11/2015 → 05/2017
    Hewins Financial Advisors, Llc
    San Francisco, CA
  • 06/2017 → 03/2018
    Unemployed
    Oakland, CA
  • 04/2018 → 06/2022
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 06/2022 → 11/2024
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 04/2023 → 11/2024
    Sanctuary Advisors Llc
    Danville, CA
  • 09/2023 → 11/2024
    Sanctuary Securities, Inc.
    Danville, CA
  • 12/2024 → Present
    The Mather Group, Llc
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-01
  • S65 Uniform Investment Adviser Law Examination
    2014-03-01
Designations

View on SEC IAPD

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