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Eric Mears Etu

Etu Financial

Walnut Creek, CA

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Current Employers
Etu Financial

Walnut Creek, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-31
  • CA RA
    APPROVED
    Since 2026-07-31

Branch Locations

Walnut Creek, 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
Alwaysontax, Llc Walnut Creek CA 04/2026 Present
Unemployed Walnut Creek CA 07/2025 03/2026
Arteria Ai Toronto 04/2024 06/2025
Unemployed Walnut Creek CA 10/2023 04/2024
Ocrolus, Inc. New York NY 06/2022 10/2023
Informed.IQ Tiburon CA 05/2021 05/2022
Sap Concur Bellevue WA 12/2016 04/2021
Infoscout, Inc. San Francisco CA 10/2014 12/2016
  • 04/2026 → Present
    Alwaysontax, Llc
    Walnut Creek, CA
  • 07/2025 → 03/2026
    Unemployed
    Walnut Creek, CA
  • 04/2024 → 06/2025
    Arteria Ai
    Toronto
  • 10/2023 → 04/2024
    Unemployed
    Walnut Creek, CA
  • 06/2022 → 10/2023
    Ocrolus, Inc.
    New York, NY
  • 05/2021 → 05/2022
    Informed.IQ
    Tiburon, CA
  • 12/2016 → 04/2021
    Sap Concur
    Bellevue, WA
  • 10/2014 → 12/2016
    Infoscout, Inc.
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-01
  • S65 Uniform Investment Adviser Law Examination
    2026-06-01

View on SEC IAPD

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