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William Robert Lockwood

The Rice Partnership, LLC

San Luis Obispo, CA

Wealthjar Investment Advisory, LLC

San Luis Obispo, CA

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Current Employers
The Rice Partnership, Llc

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-13
  • CA RA
    APPROVED
    Since 2025-05-13

Branch Locations

1304 Santa Rosa, San Luis Obispo, CA 93401 • United States

Wealthjar Investment Advisory, Llc

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-13
  • CA RA
    APPROVED
    Since 2025-05-13

Branch Locations

1304 Santa Rosa, San Luis Obispo, CA 93401 • 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
Frank, Rimerman + Co. San Francisco CA 09/2013 05/2018
Clean Energy Capital Securities San Francisco CA 06/2018 05/2024
The Rice Partnership San Luis Obispo CA 04/2025 Present
Willing Unemployment San Luis Obispo CA 05/2024 04/2025
  • 09/2013 → 05/2018
    Frank, Rimerman + Co.
    San Francisco, CA
  • 06/2018 → 05/2024
    Clean Energy Capital Securities
    San Francisco, CA
  • 04/2025 → Present
    The Rice Partnership
    San Luis Obispo, CA
  • 05/2024 → 04/2025
    Willing Unemployment
    San Luis Obispo, CA
Designations
Other Names
  • William R Lockwood

View on SEC IAPD

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