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Zachary Ward Scholfield

Dca Family Office, LLC

Roseville, CA

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Current Employers
Dca Family Office, Llc

3721 Douglas Blvd Suite 350, Roseville, CA 95661 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-20
  • CA RA
    APPROVED
    Since 2023-12-20

Branch Locations

3721 Douglas Blvd Suite 350, Roseville, CA 95661 • 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
Dca Family Office, Llc Roseville CA 06/2022 Present
Ihp Capital Partners San Francisco CA 08/2007 05/2022
  • 06/2022 → Present
    Dca Family Office, Llc
    Roseville, CA
  • 08/2007 → 05/2022
    Ihp Capital Partners
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-14
  • S65 Uniform Investment Adviser Law Examination
    2023-10-14

View on SEC IAPD

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Other Offices

DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA
NORTHROCK PARTNERS, LLC · Roseville, CA

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