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Mason Garth Moore

Fermata Advisors

Sonoma, CA

Chico, CA

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Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-14
  • CA RA
    APPROVED
    Since 2023-11-14

Branch Locations

539 Broadway Suite A, Sonoma, CA 95476 • United States

2452 Lakewest Drive Suite E, Chico, CA 95928 • 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
Kornerstone Inc. Chico CA 09/2017 03/2018
Unemployed Chico CA 03/2018 12/2018
Kornerstone Inc. Chico CA 12/2018 12/2022
Global Retirement Partners, Llc San Rafael CA 02/2022 11/2023
Hub International Chicago IL 02/2022 11/2023
Fermata 401K Sonoma CA 11/2023 Present
Qrc, Inc. Chico CA 10/2016 09/2017
Canyon Oaks Country Club Chico CA 06/2016 09/2016
  • 09/2017 → 03/2018
    Kornerstone Inc.
    Chico, CA
  • 03/2018 → 12/2018
    Unemployed
    Chico, CA
  • 12/2018 → 12/2022
    Kornerstone Inc.
    Chico, CA
  • 02/2022 → 11/2023
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2022 → 11/2023
    Hub International
    Chicago, IL
  • 11/2023 → Present
    Fermata 401K
    Sonoma, CA
  • 10/2016 → 09/2017
    Qrc, Inc.
    Chico, CA
  • 06/2016 → 09/2016
    Canyon Oaks Country Club
    Chico, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-26
  • S65 Uniform Investment Adviser Law Examination
    2018-10-26

View on SEC IAPD

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHANDLER ASSET MANAGEMENT INC
BLUESPRING WEALTH MANAGEMENT, LLC

Other Investors

JEREMY Tyson TODD
DONALD DAVID DAVIS
Jeffrey Lee Bottom
STUART JAMES PARK
JOHN MICALLY MILLER
EROL KENAN GOKBORA
STEPHEN LEE BLOCK
RYAN KENJI KOSAKURA

Other Offices

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
PARK, MILLER, LLC · WALNUT CREEK, CA
ELEVATION WEALTH PARTNERS, LLC · WALNUT CREEK, CA
KAUZER CAPITAL MANAGEMENT, LLC · WALNUT CREEK, CA
NAVOLIO & TALLMAN ADVISORS LLC · WALNUT CREEK, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Walnut Creek, CA
CHANDLER ASSET MANAGEMENT INC · Walnut Creek, CA
BLUESPRING WEALTH MANAGEMENT, LLC · WALNUT CREEK, , CA

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