Jocelyn Rucker

Employer firm

Polymita Wealth Management LLC CRD 342872

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Polymita Wealth Management Llc

Santa Rosa, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-15

CA RA
APPROVED

Since 2026-07-15

Branch Locations

Santa Rosa, 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

Organization	City	State	From	To
Polymita Wealth Management Llc	Santa Rosa	CA	06/2026	Present
Xy Planning Network	Bozeman	MT	11/2022	Present
Thunderstruck Motors	Santa Rosa	CA	06/2021	06/2022
Inland Business Systems	Sacramento	CA	12/2019	05/2021
Lazy Dog Restaurants	Downey	CA	12/2015	09/2019
Unemployed	Santa Rosa	CA	07/2022	10/2022

06/2026 → Present

Polymita Wealth Management Llc

Santa Rosa, CA
11/2022 → Present

Xy Planning Network

Bozeman, MT
06/2021 → 06/2022

Thunderstruck Motors

Santa Rosa, CA
12/2019 → 05/2021

Inland Business Systems

Sacramento, CA
12/2015 → 09/2019

Lazy Dog Restaurants

Downey, CA
07/2022 → 10/2022

Unemployed

Santa Rosa, CA

Other Businesses

XY Planning Network; investment related; Bozeman, MT; bookkeeping specialist since 11/2022; helping financial advisors to run their businesses through a membership program; 80 hrs/mo

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-29

S65 Uniform Investment Adviser Law Examination

2025-08-29

View on SEC IAPD