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Leonardo Sepulveda Bojorquez

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-06
  • CA RA
    APPROVED
    Since 2024-06-06

Branch Locations

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Uc Berkeley Berkeley CA 05/2016 05/2018
Bank Of America Pittsburg CA 07/2018 04/2019
Assetmark, Inc. Concord CA 04/2019 08/2020
Alamo Capital Walnut Creek CA 08/2020 02/2022
Del Monte Group, Llc Alamo CA 02/2022 05/2024
Allworth Financial Walnut Creek CA 05/2024 Present
  • 05/2016 → 05/2018
    Uc Berkeley
    Berkeley, CA
  • 07/2018 → 04/2019
    Bank Of America
    Pittsburg, CA
  • 04/2019 → 08/2020
    Assetmark, Inc.
    Concord, CA
  • 08/2020 → 02/2022
    Alamo Capital
    Walnut Creek, CA
  • 02/2022 → 05/2024
    Del Monte Group, Llc
    Alamo, CA
  • 05/2024 → Present
    Allworth Financial
    Walnut Creek, CA
Previous Registrations
  • 2022-10-19 → 2024-06-12
    Del Monte Group, Llc
    Alamo, CA
  • 2020-09-03 → 2022-03-02
    Alamo Capital
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-28
S63 Uniform Securities Agent State Law Examination 2018-03-29
  • S65 Uniform Investment Adviser Law Examination
    2019-02-28
  • S63 Uniform Securities Agent State Law Examination
    2018-03-29
Designations
Other Names
  • Leonardo Bojorquez
  • Leonardo Bojorquez
  • Leonardo Bojorquez
  • Leonardo Sepulveda Bojorquez

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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